-44.4%
MUU vs TFC
+6.9%
-51.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.5% | -4.0% |
| 7D | +24.7% | +2.3% | +22.4% | +27.2% |
| 30D | -35.1% | +10.8% | -46.0% | -27.0% |
| 3M | -44.3% | -3.8% | -40.5% | -46.3% |
| 6M | -44.4% | +9.6% | -54.0% | -34.8% |
| All | -44.4% | +6.9% | -51.4% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 6mo: compounded portfolio wealth divided by compounded TFC 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…
6mo analysis · Full analysis span regression · 6 months rolling