+1,397.6%
MUU vs TXT
+0.7%
+1,396.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.0% | +25.2% | +25.4% |
| 7D | -2.5% | -0.8% | -1.7% | -0.9% |
| 30D | -39.7% | +13.4% | -53.2% | -50.2% |
| 3M | -27.4% | -2.5% | -24.9% | -26.7% |
| 6M | -38.4% | -6.2% | -32.2% | -32.8% |
| YTD | +276.4% | -1.3% | +277.8% | +258.2% |
| 1Y | +390.7% | +4.3% | +386.4% | +325.2% |
| All | +1,397.6% | +0.7% | +1,396.9% | +1,047.8% |
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