+1.1%
TEL vs MUB
+2.9%
-1.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.5% |
| 7D | +3.0% | -0.9% | +3.8% | +5.7% |
| 30D | -3.9% | -1.4% | -2.5% | +0.5% |
| 3M | -5.1% | -2.2% | -3.0% | +1.6% |
| 6M | +0.6% | -1.9% | +2.5% | +6.3% |
| YTD | -7.3% | -0.8% | -6.5% | -0.8% |
| 1Y | +1.1% | +2.7% | -1.6% | +7.4% |
| All | +1.1% | +2.9% | -1.7% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling