+2,423.9%
MUU vs TRMB
-8.4%
+2,432.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.4% | -8.3% |
| 7D | +3.6% | -5.4% | +9.0% | +9.6% |
| 30D | +22.3% | -2.0% | +24.3% | +22.5% |
| 3M | -8.2% | +12.3% | -20.5% | -29.2% |
| 6M | +256.3% | -17.6% | +274.0% | +328.3% |
| YTD | +534.4% | -27.5% | +561.9% | +817.1% |
| 1Y | +2,163.5% | -29.1% | +2,192.6% | +3,409.5% |
| All | +2,423.9% | -8.4% | +2,432.3% | +2,790.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling