+1,082.1%
TXN vs MUB
+76.3%
+1,005.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.1% | -0.9% | +0.8% | +0.3% |
| 30D | -6.9% | -1.4% | -5.5% | -6.4% |
| 3M | -14.9% | -2.2% | -12.8% | -14.2% |
| 6M | +29.0% | -1.9% | +30.9% | +30.0% |
| YTD | +51.5% | -0.8% | +52.2% | +52.1% |
| 1Y | +41.6% | +2.7% | +38.8% | +40.4% |
| 3Y | +65.8% | +8.6% | +57.2% | +61.3% |
| 5Y | +56.8% | +2.0% | +54.8% | +54.8% |
| 10Y | +387.5% | +17.9% | +369.5% | +377.7% |
| All | +1,082.1% | +76.3% | +1,005.8% | +1,017.3% |
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