+2,981.5%
MUU vs TRU
-7.3%
+2,988.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -5.9% | +17.5% | +7.6% |
| 7D | +17.4% | -6.8% | +24.1% | +12.5% |
| 30D | +24.0% | 0.0% | +23.9% | +24.7% |
| 3M | -23.9% | +13.3% | -37.2% | -15.1% |
| 6M | +284.4% | +3.4% | +281.0% | +327.8% |
| YTD | +583.7% | -6.4% | +590.1% | +682.1% |
| 1Y | +2,981.5% | -9.7% | +2,991.2% | +3,525.8% |
| All | +2,981.5% | -7.3% | +2,988.8% | +3,525.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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