+2,538.2%
MUU vs TGT
+13.9%
+2,524.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -2.0% | -2.6% |
| 7D | +13.9% | -0.6% | +14.6% | +14.2% |
| 30D | +24.8% | +9.5% | +15.3% | +19.8% |
| 3M | -15.7% | +32.3% | -48.0% | -28.8% |
| 6M | +338.9% | +37.0% | +301.9% | +258.9% |
| YTD | +563.2% | +71.0% | +492.1% | +349.2% |
| 1Y | +2,577.5% | +85.0% | +2,492.5% | +1,589.7% |
| All | +2,538.2% | +13.9% | +2,524.3% | +1,666.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling