+2,423.9%
MUU vs TMO
+1.6%
+2,422.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.4% | -8.9% | -9.0% |
| 7D | +3.6% | -2.5% | +6.0% | +5.9% |
| 30D | +22.3% | -0.3% | +22.6% | +22.3% |
| 3M | -8.2% | +25.3% | -33.5% | -28.7% |
| 6M | +256.3% | +20.9% | +235.5% | +177.9% |
| YTD | +534.4% | +4.3% | +530.1% | +508.9% |
| 1Y | +2,163.5% | +27.0% | +2,136.5% | +1,552.6% |
| All | +2,423.9% | +1.6% | +2,422.2% | +2,026.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 TMO 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