+2,396.1%
MUU vs TSEM
+370.9%
+2,025.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -2.9% |
| 7D | -8.2% | -4.9% | -3.4% | -2.9% |
| 30D | +10.2% | -18.7% | +28.9% | +38.7% |
| 3M | -26.5% | -18.1% | -8.4% | -1.8% |
| 6M | +227.2% | +77.1% | +150.1% | +72.7% |
| YTD | +527.4% | +80.1% | +447.3% | +226.7% |
| 1Y | +1,843.7% | +220.4% | +1,623.3% | +429.2% |
| All | +2,396.1% | +370.9% | +2,025.2% | +356.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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