+504.3%
MUU vs TLT
-5.4%
+509.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.8% | -14.8% | -14.4% |
| 7D | -35.9% | +1.0% | -36.8% | -36.3% |
| 30D | -47.1% | +6.0% | -53.2% | -51.3% |
| 3M | -29.8% | -0.9% | -28.9% | -27.6% |
| 6M | +16.0% | -2.3% | +18.3% | +24.7% |
| YTD | +286.1% | -3.3% | +289.4% | +309.6% |
| 1Y | +504.3% | -5.6% | +509.9% | +506.5% |
| All | +504.3% | -5.4% | +509.8% | +506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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