+320.7%
MUU vs TRV
+21.5%
+299.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +6.4% |
| 7D | +15.0% | +0.2% | +14.8% | +15.6% |
| 30D | +36.8% | -2.3% | +39.1% | +30.1% |
| 3M | -8.5% | +22.7% | -31.2% | +96.5% |
| 6M | +320.7% | +21.9% | +298.8% | +852.8% |
| All | +320.7% | +21.5% | +299.3% | +852.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling