+549.8%
TTMI vs MUB
+76.5%
+473.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | +11.4% | -1.3% | +12.6% | +11.9% |
| 30D | -28.3% | +2.2% | -30.5% | -28.9% |
| 3M | -46.7% | -1.6% | -45.0% | -46.4% |
| 6M | -56.1% | -1.3% | -54.8% | -55.9% |
| YTD | +7.4% | -0.7% | +8.0% | +7.7% |
| 1Y | +17.4% | -0.2% | +17.6% | +17.6% |
| 3Y | +429.1% | +9.6% | +419.5% | +416.9% |
| 5Y | +418.8% | +2.6% | +416.2% | +409.7% |
| 10Y | +411.2% | +21.5% | +389.8% | +420.6% |
| All | +549.8% | +76.5% | +473.3% | +586.7% |
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 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