+504.3%
MUU vs TER
+42.7%
+461.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.8% | -7.2% | -4.5% |
| 7D | -35.9% | -19.9% | -16.0% | -11.5% |
| 30D | -47.1% | -43.5% | -3.6% | +17.5% |
| 3M | -29.8% | -37.8% | +7.9% | +33.3% |
| 6M | +16.0% | -25.6% | +41.6% | +124.3% |
| YTD | +286.1% | +29.8% | +256.3% | +174.7% |
| 1Y | +504.3% | +43.2% | +461.2% | +275.5% |
| All | +504.3% | +42.7% | +461.7% | +275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling