+750.6%
TT vs MUB
+21.2%
+729.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +1.7% | +1.0% | +0.7% | +0.5% |
| 30D | -11.8% | +3.9% | -15.7% | -15.8% |
| 3M | -12.6% | -0.4% | -12.2% | -12.2% |
| 6M | -9.4% | -0.6% | -8.8% | -8.7% |
| YTD | +8.8% | +0.4% | +8.4% | +8.5% |
| 1Y | -2.5% | +0.8% | -3.4% | -3.3% |
| 3Y | +95.7% | +11.3% | +84.3% | +71.6% |
| 5Y | +135.7% | +3.4% | +132.3% | +125.6% |
| 10Y | +750.6% | +21.9% | +728.7% | +732.3% |
| All | +750.6% | +21.2% | +729.4% | +732.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling