+504.3%
MUU vs F
+2.7%
+501.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.9% | -16.9% | -16.5% |
| 7D | -35.9% | +6.0% | -41.9% | -40.0% |
| 30D | -47.1% | +4.3% | -51.4% | -50.0% |
| 3M | -29.8% | -10.1% | -19.8% | -24.1% |
| 6M | +16.0% | +12.8% | +3.2% | -10.6% |
| YTD | +286.1% | -0.1% | +286.2% | +228.0% |
| 1Y | +504.3% | +3.7% | +500.6% | +366.9% |
| All | +504.3% | +2.7% | +501.6% | +366.9% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 1y: compounded portfolio wealth divided by compounded F 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…
1y analysis · Full analysis span regression · 6 months rolling