+119.9%
TSM vs MUU
+1,324.6%
-1,204.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.2% | +3.6% | -0.7% |
| 7D | +6.2% | +24.7% | -18.5% | +1.5% |
| 30D | -7.3% | -35.1% | +27.9% | -1.9% |
| 3M | -7.1% | -44.3% | +37.1% | -0.4% |
| 6M | +0.2% | -44.4% | +44.7% | -1.8% |
| YTD | +32.2% | +244.9% | -212.7% | -17.2% |
| 1Y | +42.8% | +365.6% | -322.8% | -18.1% |
| All | +119.9% | +1,324.6% | -1,204.7% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling