+1,272.2%
MUU vs TOST
+22.2%
+1,250.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.5% | -8.7% | -6.3% |
| 7D | +24.7% | 0.0% | +24.6% | +24.5% |
| 30D | -35.1% | +16.2% | -51.3% | -39.1% |
| 3M | -44.3% | -1.5% | -42.7% | -44.7% |
| 6M | -44.4% | +55.3% | -99.7% | -56.3% |
| YTD | +244.9% | -2.3% | +247.3% | +237.1% |
| 1Y | +365.6% | -5.5% | +371.1% | +371.0% |
| All | +1,272.2% | +22.2% | +1,250.1% | +1,012.3% |
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