+504.3%
MUU vs TXT
+9.2%
+495.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.3% | -12.7% | -13.3% |
| 7D | -35.9% | +10.6% | -46.5% | -40.3% |
| 30D | -47.1% | +14.4% | -61.5% | -52.5% |
| 3M | -29.8% | -2.7% | -27.1% | -25.9% |
| 6M | +16.0% | -4.7% | +20.7% | +28.0% |
| YTD | +286.1% | -0.5% | +286.6% | +298.9% |
| 1Y | +504.3% | +8.7% | +495.6% | +410.4% |
| All | +504.3% | +9.2% | +495.1% | +410.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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