+1,272.2%
MUU vs TPR
+204.5%
+1,067.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.1% | -5.1% |
| 7D | +24.7% | -0.3% | +25.0% | +24.8% |
| 30D | -35.1% | +15.1% | -50.3% | -44.0% |
| 3M | -44.3% | +3.5% | -47.8% | -48.6% |
| 6M | -44.4% | +0.4% | -44.9% | -52.0% |
| YTD | +244.9% | +4.6% | +240.3% | +184.7% |
| 1Y | +365.6% | +33.1% | +332.5% | +199.2% |
| All | +1,272.2% | +204.5% | +1,067.7% | +337.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 3y: compounded portfolio wealth divided by compounded TPR 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…
3y analysis · Full analysis span regression · 6 months rolling