+1,865.3%
MUU vs TRV
+36.9%
+1,828.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -8.1% |
| 7D | +3.6% | -1.5% | +5.0% | +0.4% |
| 30D | +22.3% | -1.8% | +24.1% | +19.0% |
| 3M | -8.2% | +21.6% | -29.8% | +53.5% |
| 6M | +256.3% | +22.5% | +233.9% | +560.2% |
| YTD | +534.4% | +28.1% | +506.3% | +1,178.5% |
| All | +1,865.3% | +36.9% | +1,828.4% | +4,554.4% |
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