+7,857.2%
TDG vs MUB
+76.3%
+7,780.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -6.5% | -1.5% | -5.0% | -5.7% |
| 3M | -5.1% | -1.9% | -3.1% | -4.0% |
| 6M | -11.5% | -1.7% | -9.8% | -10.6% |
| YTD | -13.9% | -0.8% | -13.1% | -13.4% |
| 1Y | -11.5% | +1.5% | -12.9% | -12.0% |
| 3Y | +53.7% | +8.8% | +44.9% | +46.8% |
| 5Y | +135.5% | +2.0% | +133.5% | +131.6% |
| 10Y | +535.2% | +18.0% | +517.2% | +521.4% |
| All | +7,857.2% | +76.3% | +7,780.9% | +8,496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling