+1,054.0%
TRV vs MUB
+76.3%
+977.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | -0.1% | -0.9% | +0.7% | +0.4% |
| 30D | -3.4% | -1.4% | -2.0% | -2.5% |
| 3M | +26.4% | -2.2% | +28.6% | +28.2% |
| 6M | +19.3% | -1.9% | +21.2% | +20.8% |
| YTD | +28.3% | -0.8% | +29.1% | +29.0% |
| 1Y | +34.3% | +2.7% | +31.5% | +31.9% |
| 3Y | +140.1% | +8.6% | +131.5% | +127.5% |
| 5Y | +155.7% | +2.0% | +153.7% | +152.7% |
| 10Y | +285.5% | +17.9% | +267.6% | +253.8% |
| All | +1,054.0% | +76.3% | +977.7% | +644.3% |
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