+2,423.9%
MUU vs F
+47.8%
+2,376.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.2% | -12.5% | -12.6% |
| 7D | +3.6% | -3.7% | +7.2% | +7.0% |
| 30D | +22.3% | -0.7% | +23.0% | +21.7% |
| 3M | -8.2% | -1.9% | -6.3% | -8.9% |
| 6M | +256.3% | +16.1% | +240.3% | +191.8% |
| YTD | +534.4% | +9.5% | +524.9% | +455.9% |
| 1Y | +2,163.5% | +27.2% | +2,136.3% | +1,608.3% |
| All | +2,423.9% | +47.8% | +2,376.1% | +1,402.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling