+2,538.2%
MUU vs TRV
+59.1%
+2,479.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -3.5% |
| 7D | +13.9% | +0.5% | +13.4% | +14.2% |
| 30D | +24.8% | -4.9% | +29.6% | +22.2% |
| 3M | -15.7% | +23.7% | -39.5% | -9.6% |
| 6M | +338.9% | +20.3% | +318.6% | +373.3% |
| YTD | +563.2% | +27.1% | +536.1% | +602.0% |
| 1Y | +2,577.5% | +35.3% | +2,542.2% | +2,628.7% |
| All | +2,538.2% | +59.1% | +2,479.1% | +2,241.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling