+2,423.9%
MUU vs TW
-22.5%
+2,446.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.9% | -9.6% |
| 7D | +3.6% | -2.7% | +6.3% | +1.6% |
| 30D | +22.3% | -1.7% | +24.1% | +20.9% |
| 3M | -8.2% | +1.6% | -9.8% | -4.0% |
| 6M | +256.3% | -17.7% | +274.0% | +291.2% |
| YTD | +534.4% | -4.3% | +538.8% | +550.6% |
| 1Y | +2,163.5% | -13.1% | +2,176.6% | +2,344.2% |
| All | +2,423.9% | -22.5% | +2,446.4% | +3,027.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling