+1,001.8%
TTMI vs MUB
+76.3%
+925.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +5.9% | -0.9% | +6.7% | +6.2% |
| 30D | -4.3% | -1.4% | -2.9% | -3.8% |
| 3M | -32.0% | -2.2% | -29.9% | -31.5% |
| 6M | +19.5% | -1.9% | +21.3% | +20.3% |
| YTD | +82.0% | -0.8% | +82.8% | +82.7% |
| 1Y | +172.6% | +2.7% | +169.9% | +171.0% |
| 3Y | +744.7% | +8.6% | +736.1% | +726.7% |
| 5Y | +805.6% | +2.0% | +803.5% | +790.9% |
| 10Y | +1,057.6% | +17.9% | +1,039.7% | +1,067.6% |
| All | +1,001.8% | +76.3% | +925.5% | +1,065.3% |
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