+2,423.9%
MUU vs TEM
+20.1%
+2,403.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.1% | -5.2% | -7.4% |
| 7D | +3.6% | -9.2% | +12.7% | +8.3% |
| 30D | +22.3% | +5.5% | +16.8% | +16.5% |
| 3M | -8.2% | +18.7% | -26.9% | -17.2% |
| 6M | +256.3% | +15.4% | +240.9% | +222.0% |
| YTD | +534.4% | -0.5% | +534.9% | +508.7% |
| 1Y | +2,163.5% | -24.8% | +2,188.3% | +2,393.4% |
| All | +2,423.9% | +20.1% | +2,403.8% | +1,818.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling