+1,272.2%
MUU vs FAST
+64.2%
+1,208.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -5.0% |
| 7D | +24.7% | +4.2% | +20.5% | +23.2% |
| 30D | -35.1% | +6.7% | -41.8% | -36.6% |
| 3M | -44.3% | +8.0% | -52.3% | -45.9% |
| 6M | -44.4% | +27.4% | -71.9% | -50.9% |
| YTD | +244.9% | +40.5% | +204.4% | +177.0% |
| 1Y | +365.6% | +38.4% | +327.3% | +276.7% |
| All | +1,272.2% | +64.2% | +1,208.0% | +720.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 5y: compounded portfolio wealth divided by compounded FAST 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…
5y analysis · Full analysis span regression · 6 months rolling