+504.3%
MUU vs TRI
-22.4%
+526.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.4% | -20.4% | -7.4% |
| 7D | -35.9% | +1.0% | -36.8% | -33.6% |
| 30D | -47.1% | +20.8% | -67.9% | -33.5% |
| 3M | -29.8% | +8.1% | -38.0% | -18.5% |
| 6M | +16.0% | +24.2% | -8.1% | +93.1% |
| YTD | +286.1% | -7.8% | +293.9% | +481.4% |
| 1Y | +504.3% | -16.7% | +521.0% | +789.4% |
| All | +504.3% | -22.4% | +526.8% | +789.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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