+2,683.6%
MUU vs TRU
-28.2%
+2,711.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.8% |
| 7D | +15.0% | -6.5% | +21.5% | +17.6% |
| 30D | +36.8% | -2.5% | +39.3% | +37.1% |
| 3M | -8.5% | +10.4% | -18.9% | -20.6% |
| 6M | +320.7% | +1.6% | +319.1% | +275.6% |
| YTD | +599.7% | -9.7% | +609.4% | +567.6% |
| 1Y | +2,569.2% | -17.3% | +2,586.4% | +2,716.8% |
| All | +2,683.6% | -28.2% | +2,711.8% | +3,030.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling