+2,538.2%
MUU vs TER
+191.5%
+2,346.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.2% | -7.2% | -8.5% |
| 7D | +13.9% | +11.0% | +3.0% | -0.5% |
| 30D | +24.8% | -1.9% | +26.7% | +28.2% |
| 3M | -15.7% | -0.7% | -15.1% | -0.8% |
| 6M | +338.9% | +36.4% | +302.5% | +258.7% |
| YTD | +563.2% | +92.4% | +470.7% | +261.2% |
| 1Y | +2,577.5% | +213.5% | +2,364.0% | +719.6% |
| All | +2,538.2% | +191.5% | +2,346.7% | +699.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling