+1,615.3%
TT vs MUB
+77.8%
+1,537.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | -2.0% | +0.7% | -2.7% | -2.3% |
| 30D | -14.0% | +4.4% | -18.4% | -15.8% |
| 3M | -15.9% | -0.4% | -15.4% | -15.7% |
| 6M | -17.3% | -0.9% | -16.4% | -16.9% |
| YTD | +4.0% | +0.1% | +3.9% | +4.0% |
| 1Y | -7.1% | +0.5% | -7.6% | -7.2% |
| 3Y | +90.2% | +11.7% | +78.5% | +81.3% |
| 5Y | +131.1% | +3.2% | +128.0% | +126.4% |
| 10Y | +777.7% | +20.3% | +757.4% | +746.4% |
| All | +1,615.3% | +77.8% | +1,537.6% | +1,414.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling