+504.3%
MUU vs TRGP
+89.5%
+414.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.5% | -9.5% | -15.3% |
| 7D | -35.9% | -6.5% | -29.4% | -37.1% |
| 30D | -47.1% | -0.4% | -46.7% | -46.3% |
| 3M | -29.8% | +8.8% | -38.7% | -24.8% |
| 6M | +16.0% | +11.0% | +5.0% | +26.6% |
| YTD | +286.1% | +57.4% | +228.7% | +312.0% |
| 1Y | +504.3% | +87.9% | +416.5% | +475.4% |
| All | +504.3% | +89.5% | +414.8% | +475.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling