+1.5%
TT vs MUB
-0.2%
+1.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.0% |
| 7D | +4.0% | -1.3% | +5.3% | +5.5% |
| 30D | -11.3% | +2.2% | -13.5% | -14.5% |
| 3M | -12.3% | -1.6% | -10.7% | -4.8% |
| 6M | -10.8% | -1.3% | -9.6% | -3.9% |
| YTD | +8.2% | -0.7% | +8.8% | +15.3% |
| 1Y | +1.5% | -0.2% | +1.7% | +6.7% |
| All | +1.5% | -0.2% | +1.7% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling