+180.5%
TRV vs MUB
+2.5%
+178.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.0% | -1.3% | +3.3% | +2.2% |
| 30D | +6.7% | +2.2% | +4.5% | +6.4% |
| 3M | +9.4% | -1.6% | +11.0% | +9.5% |
| 6M | +37.7% | -1.3% | +39.0% | +37.8% |
| YTD | +40.6% | -0.7% | +41.2% | +40.6% |
| 1Y | +42.4% | -0.2% | +42.6% | +42.4% |
| 3Y | +148.1% | +9.6% | +138.5% | +151.8% |
| All | +180.5% | +2.5% | +178.0% | +128.6% |
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