+1,000.7%
MUU vs TOST
+22.1%
+978.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.4% | +10.6% | +9.6% |
| 7D | -42.8% | +9.4% | -52.2% | -44.8% |
| 30D | -63.6% | +13.5% | -77.1% | -65.5% |
| 3M | -48.5% | -0.1% | -48.4% | -49.2% |
| 6M | -36.9% | +22.5% | -59.4% | -46.0% |
| YTD | +176.7% | -2.4% | +179.0% | +170.7% |
| 1Y | +266.3% | -4.7% | +271.0% | +269.9% |
| All | +1,000.7% | +22.1% | +978.5% | +793.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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