+2,683.6%
MUU vs TER
+200.6%
+2,482.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.4% | +1.5% |
| 7D | +15.0% | +12.4% | +2.7% | -1.2% |
| 30D | +36.8% | +5.1% | +31.7% | +28.6% |
| 3M | -8.5% | +4.0% | -12.5% | +1.9% |
| 6M | +320.7% | +29.5% | +291.2% | +263.7% |
| YTD | +599.7% | +98.5% | +501.2% | +266.5% |
| 1Y | +2,569.2% | +234.1% | +2,335.1% | +656.1% |
| All | +2,683.6% | +200.6% | +2,482.9% | +710.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling