+66.2%
TSM vs MUU
+2,155.9%
-2,089.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.3% | +7.6% | -0.3% |
| 7D | +2.6% | +3.6% | -0.9% | +1.9% |
| 30D | +1.4% | +22.3% | -20.9% | -2.3% |
| 3M | +5.0% | -8.2% | +13.2% | +0.8% |
| 6M | +24.0% | +256.3% | -232.4% | -10.3% |
| YTD | +41.6% | +534.4% | -492.8% | -9.6% |
| 1Y | +66.2% | +2,163.5% | -2,097.3% | -19.0% |
| All | +66.2% | +2,155.9% | -2,089.7% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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