+277.6%
FTI vs MUB
+8.2%
+269.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -2.3% | -0.7% | -1.6% | -2.2% |
| 30D | +5.0% | -2.0% | +7.0% | +5.5% |
| 3M | +13.8% | -2.5% | +16.4% | +14.5% |
| 6M | +22.9% | -2.3% | +25.2% | +23.5% |
| YTD | +75.0% | -1.3% | +76.3% | +75.2% |
| 1Y | +96.9% | +1.1% | +95.8% | +95.1% |
| All | +277.6% | +8.2% | +269.4% | +250.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling