+2,423.9%
MUU vs TRGP
+86.3%
+2,337.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.5% |
| 7D | +3.6% | -0.6% | +4.1% | +3.8% |
| 30D | +22.3% | +10.0% | +12.4% | +9.3% |
| 3M | -8.2% | +7.6% | -15.8% | -17.3% |
| 6M | +256.3% | +26.8% | +229.6% | +141.6% |
| YTD | +534.4% | +60.6% | +473.9% | +195.8% |
| 1Y | +2,163.5% | +82.5% | +2,081.0% | +723.7% |
| All | +2,423.9% | +86.3% | +2,337.5% | +943.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling