+1,000.7%
MUU vs TPR
+205.4%
+795.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.2% | +9.9% |
| 7D | -42.8% | +14.2% | -57.0% | -49.8% |
| 30D | -63.6% | +17.1% | -80.7% | -69.0% |
| 3M | -48.5% | -17.7% | -30.8% | -44.2% |
| 6M | -36.9% | -10.2% | -26.8% | -39.1% |
| YTD | +176.7% | +4.9% | +171.8% | +128.1% |
| 1Y | +266.3% | +36.1% | +230.1% | +131.5% |
| All | +1,000.7% | +205.4% | +795.3% | +250.2% |
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