+56.4%
TXN vs MUB
+0.7%
+55.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.3% | -0.2% |
| 7D | +2.0% | -1.2% | +3.2% | +3.4% |
| 30D | -8.0% | -2.8% | -5.2% | -4.9% |
| 3M | -7.8% | -3.1% | -4.7% | -4.3% |
| 6M | +32.4% | -2.9% | +35.3% | +37.2% |
| YTD | +51.7% | -2.0% | +53.7% | +55.9% |
| 1Y | +44.3% | 0.0% | +44.3% | +45.3% |
| 3Y | +71.3% | +7.4% | +63.9% | +58.2% |
| 5Y | +56.4% | +0.8% | +55.6% | +49.5% |
| All | +56.4% | +0.7% | +55.7% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling