+1,138.0%
MUU vs TER
+92.7%
+1,045.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +12.7% | -0.3% | -4.1% |
| 7D | -27.2% | -5.8% | -21.4% | -16.9% |
| 30D | -54.0% | -38.9% | -15.1% | -8.1% |
| 3M | -41.4% | -35.1% | -6.3% | +6.3% |
| 6M | -42.5% | -31.6% | -10.9% | +21.6% |
| YTD | +211.2% | +27.2% | +184.0% | +199.7% |
| 1Y | +313.4% | +35.2% | +278.2% | +281.9% |
| All | +1,138.0% | +92.7% | +1,045.3% | +563.2% |
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 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