+504.3%
MUU vs FDX
+65.6%
+438.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.6% | -17.6% | -17.0% |
| 7D | -35.9% | +8.1% | -44.0% | -40.8% |
| 30D | -47.1% | +13.9% | -61.1% | -53.9% |
| 3M | -29.8% | +5.5% | -35.4% | -35.1% |
| 6M | +16.0% | +15.1% | +0.9% | +8.9% |
| YTD | +286.1% | +43.2% | +242.9% | +189.9% |
| 1Y | +504.3% | +65.0% | +439.3% | +400.9% |
| All | +504.3% | +65.6% | +438.7% | +400.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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