+2,620.0%
MUU vs TLT
-4.7%
+2,624.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.5% |
| 7D | +17.4% | -0.4% | +17.8% | +17.7% |
| 30D | +24.0% | -0.6% | +24.5% | +24.4% |
| 3M | -23.9% | -2.7% | -21.2% | -22.4% |
| 6M | +284.4% | -5.6% | +290.1% | +293.6% |
| YTD | +583.7% | -2.8% | +586.5% | +594.7% |
| 1Y | +2,981.5% | -1.4% | +2,982.9% | +2,993.6% |
| All | +2,620.0% | -4.7% | +2,624.7% | +2,467.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling