+2,683.6%
MUU vs TRMB
-7.5%
+2,691.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.9% | +8.0% |
| 7D | +15.0% | -2.9% | +17.9% | +18.3% |
| 30D | +36.8% | -1.8% | +38.6% | +36.6% |
| 3M | -8.5% | +8.4% | -16.9% | -25.0% |
| 6M | +320.7% | -18.5% | +339.3% | +416.6% |
| YTD | +599.7% | -26.7% | +626.4% | +900.2% |
| 1Y | +2,569.2% | -28.3% | +2,597.5% | +3,982.2% |
| All | +2,683.6% | -7.5% | +2,691.1% | +3,052.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling