+1,106.1%
MUU vs TER
+92.3%
+1,013.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.3% |
| 7D | -32.5% | -8.9% | -23.6% | -19.6% |
| 30D | -55.2% | -39.1% | -16.2% | -10.2% |
| 3M | -40.7% | -32.8% | -8.0% | +2.8% |
| 6M | -43.9% | -31.7% | -12.2% | +18.8% |
| YTD | +203.2% | +26.9% | +176.2% | +192.9% |
| 1Y | +257.0% | +33.6% | +223.4% | +234.2% |
| All | +1,106.1% | +92.3% | +1,013.8% | +548.2% |
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