+2,981.5%
MUU vs FDS
-17.4%
+2,998.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.5% | +15.1% | +8.1% |
| 7D | +17.4% | -1.9% | +19.3% | +15.3% |
| 30D | +24.0% | +9.0% | +14.9% | +36.5% |
| 3M | -23.9% | +18.9% | -42.7% | +3.9% |
| 6M | +284.4% | +35.1% | +249.3% | +473.0% |
| YTD | +583.7% | +5.5% | +578.2% | +823.3% |
| 1Y | +2,981.5% | -16.8% | +2,998.3% | +4,312.0% |
| All | +2,981.5% | -17.4% | +2,998.9% | +4,312.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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