+359.1%
MUU vs TXT
+2.5%
+356.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.2% |
| 7D | +43.7% | -1.1% | +44.7% | +44.3% |
| 30D | -37.2% | +13.3% | -50.5% | -43.2% |
| 3M | -36.1% | -5.1% | -31.0% | -31.3% |
| 6M | -35.7% | -7.1% | -28.6% | -27.9% |
| YTD | +264.0% | -3.2% | +267.2% | +279.4% |
| 1Y | +359.1% | +2.3% | +356.8% | +317.1% |
| All | +359.1% | +2.5% | +356.6% | +317.1% |
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