+15.6%
TFC vs MUB
+2.2%
+13.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +2.2% | -0.3% | +2.5% | +2.4% |
| 30D | -2.5% | -1.5% | -0.9% | -1.6% |
| 3M | +4.5% | -1.9% | +6.5% | +5.8% |
| 6M | +11.0% | -1.7% | +12.7% | +12.1% |
| YTD | +5.9% | -0.8% | +6.7% | +6.5% |
| 1Y | +14.6% | +1.5% | +13.1% | +13.9% |
| 3Y | +96.7% | +8.8% | +87.9% | +86.1% |
| 5Y | +15.6% | +2.0% | +13.6% | -24.5% |
| All | +15.6% | +2.2% | +13.3% | -24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling