-45.5%
MUZ vs TRU
+21.2%
-66.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +2.4% | -15.2% | -16.4% |
| 7D | +14.0% | +4.9% | +9.1% | +6.6% |
| 30D | +57.6% | +26.9% | +30.7% | +9.4% |
| 3M | -3.1% | +4.0% | -7.1% | -3.9% |
| All | -45.5% | +21.2% | -66.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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 · Available span rolling