+1,272.2%
MUU vs TSEM
+227.0%
+1,045.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.9% | +1.7% | +2.7% |
| 7D | +24.7% | +7.0% | +17.7% | +16.8% |
| 30D | -35.1% | -29.8% | -5.4% | +2.2% |
| 3M | -44.3% | -41.9% | -2.3% | +6.8% |
| 6M | -44.4% | -45.8% | +1.3% | +24.6% |
| YTD | +244.9% | +25.1% | +219.8% | +181.2% |
| 1Y | +365.6% | +48.2% | +317.4% | +218.9% |
| All | +1,272.2% | +227.0% | +1,045.2% | +292.9% |
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