+2,538.2%
MUU vs FDX
+53.5%
+2,484.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | +0.6% |
| 7D | +13.9% | -3.3% | +17.2% | +18.9% |
| 30D | +24.8% | -1.4% | +26.2% | +25.7% |
| 3M | -15.7% | -4.5% | -11.2% | -7.7% |
| 6M | +338.9% | +9.4% | +329.5% | +286.6% |
| YTD | +563.2% | +36.0% | +527.1% | +323.4% |
| 1Y | +2,577.5% | +75.5% | +2,502.0% | +1,062.1% |
| All | +2,538.2% | +53.5% | +2,484.8% | +868.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling