+2,396.1%
MUU vs TRU
-27.6%
+2,423.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.5% |
| 7D | -8.2% | -2.7% | -5.5% | -7.2% |
| 30D | +10.2% | -2.0% | +12.2% | +10.3% |
| 3M | -26.5% | +18.4% | -44.9% | -39.2% |
| 6M | +227.2% | +8.9% | +218.4% | +176.3% |
| YTD | +527.4% | -8.9% | +536.4% | +496.6% |
| 1Y | +1,843.7% | -15.9% | +1,859.5% | +1,926.1% |
| All | +2,396.1% | -27.6% | +2,423.7% | +2,697.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling