+2,981.5%
MUU vs TRGP
+80.7%
+2,900.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +11.2% |
| 7D | +17.4% | +0.8% | +16.6% | +17.7% |
| 30D | +24.0% | +11.5% | +12.4% | +28.8% |
| 3M | -23.9% | +9.0% | -32.9% | -20.9% |
| 6M | +284.4% | +20.5% | +263.9% | +297.1% |
| YTD | +583.7% | +59.5% | +524.2% | +546.4% |
| 1Y | +2,981.5% | +77.9% | +2,903.6% | +2,717.9% |
| All | +2,981.5% | +80.7% | +2,900.8% | +2,717.9% |
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