+743.6%
FN vs MUB
+20.8%
+722.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.1% | +11.6% | +11.6% |
| 7D | 0.0% | +0.7% | -0.7% | -0.5% |
| 30D | -34.3% | +4.4% | -38.7% | -36.3% |
| 3M | -39.9% | -0.2% | -39.7% | -39.7% |
| 6M | -51.8% | -0.6% | -51.2% | -51.6% |
| YTD | -28.1% | +0.3% | -28.5% | -28.2% |
| 1Y | -29.1% | +0.8% | -29.8% | -29.3% |
| 3Y | +102.4% | +12.0% | +90.4% | +86.7% |
| 5Y | +171.7% | +3.4% | +168.2% | +161.5% |
| All | +743.6% | +20.8% | +722.8% | +821.7% |
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