+1,316.1%
TNA vs MUB
+73.3%
+1,242.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.1% | -0.9% | +0.8% | +1.3% |
| 30D | -4.9% | -1.4% | -3.5% | -2.6% |
| 3M | +0.4% | -2.2% | +2.5% | +4.3% |
| 6M | +32.5% | -1.9% | +34.4% | +37.7% |
| YTD | +53.7% | -0.8% | +54.5% | +57.0% |
| 1Y | +65.1% | +2.7% | +62.4% | +59.9% |
| 3Y | +98.4% | +8.6% | +89.9% | +79.4% |
| 5Y | -22.5% | +2.0% | -24.5% | -24.9% |
| 10Y | +82.5% | +17.9% | +64.6% | +79.6% |
| All | +1,316.1% | +73.3% | +1,242.8% | +1,490.0% |
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