+2,423.9%
MUU vs TRV
+60.5%
+2,363.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -9.0% |
| 7D | +3.6% | -1.5% | +5.0% | +2.8% |
| 30D | +22.3% | -1.8% | +24.1% | +21.7% |
| 3M | -8.2% | +21.6% | -29.8% | -1.5% |
| 6M | +256.3% | +22.5% | +233.9% | +285.3% |
| YTD | +534.4% | +28.1% | +506.3% | +574.7% |
| 1Y | +2,163.5% | +37.0% | +2,126.5% | +2,211.9% |
| All | +2,423.9% | +60.5% | +2,363.4% | +2,150.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling