+2,981.5%
MUU vs TXN
+44.3%
+2,937.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +8.4% |
| 7D | +17.4% | -0.1% | +17.5% | +18.0% |
| 30D | +24.0% | -6.9% | +30.9% | +41.1% |
| 3M | -23.9% | -14.9% | -9.0% | +15.9% |
| 6M | +284.4% | +29.0% | +255.4% | +223.7% |
| YTD | +583.7% | +51.5% | +532.2% | +360.1% |
| 1Y | +2,981.5% | +41.6% | +2,939.9% | +2,054.7% |
| All | +2,981.5% | +44.3% | +2,937.2% | +2,054.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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