+2,620.0%
MUU vs TER
+179.7%
+2,440.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.5% | +6.1% | +4.5% |
| 7D | +17.4% | +0.6% | +16.8% | +16.7% |
| 30D | +24.0% | -8.3% | +32.2% | +39.6% |
| 3M | -23.9% | -12.2% | -11.7% | +7.5% |
| 6M | +284.4% | +17.1% | +267.4% | +280.0% |
| YTD | +583.7% | +84.7% | +499.0% | +294.6% |
| 1Y | +2,981.5% | +199.9% | +2,781.5% | +904.3% |
| All | +2,620.0% | +179.7% | +2,440.3% | +773.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling