+504.3%
MUU vs TW
+20.8%
+483.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.0% | -15.0% | -12.2% |
| 7D | -35.9% | +6.0% | -41.8% | -28.3% |
| 30D | -47.1% | +18.6% | -65.7% | -27.2% |
| 3M | -29.8% | +26.5% | -56.4% | +9.1% |
| 6M | +16.0% | +13.1% | +2.9% | +96.1% |
| YTD | +286.1% | +18.5% | +267.5% | +574.2% |
| 1Y | +504.3% | +21.7% | +482.6% | +978.2% |
| All | +504.3% | +20.8% | +483.6% | +978.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 1y: compounded portfolio wealth divided by compounded TW 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…
1y analysis · Full analysis span regression · 6 months rolling