+1,084.3%
TTMI vs MUB
+16.7%
+1,067.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.6% |
| 7D | +6.0% | -1.2% | +7.3% | +7.7% |
| 30D | -6.4% | -2.8% | -3.7% | -3.1% |
| 3M | -28.9% | -3.1% | -25.9% | -26.2% |
| 6M | +26.9% | -2.9% | +29.7% | +31.7% |
| YTD | +77.3% | -2.0% | +79.3% | +82.5% |
| 1Y | +147.5% | 0.0% | +147.5% | +148.9% |
| 3Y | +847.6% | +7.4% | +840.2% | +776.0% |
| 5Y | +802.2% | +0.8% | +801.4% | +786.7% |
| All | +1,084.3% | +16.7% | +1,067.6% | +1,220.7% |
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 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