+2,683.6%
MUU vs TXT
-6.4%
+2,690.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +4.9% |
| 7D | +15.0% | +0.8% | +14.2% | +13.6% |
| 30D | +36.8% | -10.4% | +47.2% | +59.9% |
| 3M | -8.5% | -14.3% | +5.8% | +16.6% |
| 6M | +320.7% | -15.1% | +335.8% | +437.0% |
| YTD | +599.7% | -8.3% | +608.0% | +657.9% |
| 1Y | +2,569.2% | -0.7% | +2,569.9% | +2,425.6% |
| All | +2,683.6% | -6.4% | +2,690.0% | +2,328.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling