+893.7%
TT vs MUB
+17.9%
+875.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | -7.3% | -1.5% | -5.8% | -5.5% |
| 3M | -2.6% | -1.9% | -0.7% | -0.2% |
| 6M | +5.9% | -1.7% | +7.6% | +8.3% |
| YTD | +15.4% | -0.8% | +16.2% | +16.8% |
| 1Y | +8.2% | +1.5% | +6.8% | +6.7% |
| 3Y | +122.7% | +8.8% | +113.9% | +101.3% |
| 5Y | +145.0% | +2.0% | +143.0% | +138.4% |
| 10Y | +893.7% | +18.0% | +875.8% | +940.6% |
| All | +893.7% | +17.9% | +875.9% | +940.6% |
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 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