+2,683.6%
MUU vs TRI
-39.0%
+2,722.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +4.3% |
| 7D | +15.0% | -8.4% | +23.4% | +8.9% |
| 30D | +36.8% | -6.5% | +43.3% | +32.5% |
| 3M | -8.5% | +18.6% | -27.1% | +9.1% |
| 6M | +320.7% | -10.4% | +331.2% | +408.5% |
| YTD | +599.7% | -23.7% | +623.4% | +796.2% |
| 1Y | +2,569.2% | -42.5% | +2,611.6% | +3,779.5% |
| All | +2,683.6% | -39.0% | +2,722.6% | +2,909.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling