+1,843.7%
MUU vs TGT
+78.4%
+1,765.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | -5.2% | -3.0% | -10.6% |
| 30D | +10.2% | +1.2% | +9.0% | +11.2% |
| 3M | -26.5% | +18.4% | -44.9% | -21.6% |
| 6M | +227.2% | +33.4% | +193.8% | +241.9% |
| YTD | +527.4% | +63.8% | +463.6% | +493.0% |
| 1Y | +1,843.7% | +77.2% | +1,766.5% | +1,556.9% |
| All | +1,843.7% | +78.4% | +1,765.2% | +1,556.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling