+2,981.5%
MUU vs TRV
+34.7%
+2,946.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +8.7% |
| 7D | +17.4% | -0.1% | +17.5% | +17.1% |
| 30D | +24.0% | -3.4% | +27.4% | +16.3% |
| 3M | -23.9% | +26.4% | -50.3% | +38.8% |
| 6M | +284.4% | +19.3% | +265.1% | +569.3% |
| YTD | +583.7% | +28.3% | +555.4% | +1,230.2% |
| 1Y | +2,981.5% | +34.3% | +2,947.2% | +6,762.4% |
| All | +2,981.5% | +34.7% | +2,946.8% | +6,762.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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