+2,538.2%
MUU vs TLT
-4.7%
+2,543.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +13.9% | +0.4% | +13.5% | +13.7% |
| 30D | +24.8% | -0.3% | +25.1% | +25.0% |
| 3M | -15.7% | -1.7% | -14.0% | -14.5% |
| 6M | +338.9% | -4.9% | +343.8% | +348.9% |
| YTD | +563.2% | -2.8% | +565.9% | +573.8% |
| 1Y | +2,577.5% | -4.2% | +2,581.7% | +2,619.0% |
| All | +2,538.2% | -4.7% | +2,543.0% | +2,390.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling