+329.6%
TTD vs MUB
+19.9%
+309.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +5.2% | +0.7% | +4.5% | +3.9% |
| 30D | +6.9% | +4.4% | +2.6% | -1.0% |
| 3M | -26.8% | -0.2% | -26.7% | -26.7% |
| 6M | -46.1% | -0.6% | -45.5% | -45.5% |
| YTD | -65.9% | +0.3% | -66.3% | -66.1% |
| 1Y | -71.8% | +0.8% | -72.6% | -72.2% |
| 3Y | -83.3% | +12.0% | -95.3% | -86.8% |
| 5Y | -81.1% | +3.4% | -84.6% | -82.6% |
| 10Y | +441.7% | +20.7% | +421.0% | +352.4% |
| All | +329.6% | +19.9% | +309.6% | +277.5% |
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