+1,272.2%
MUU vs FDX
+59.0%
+1,213.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.8% | -7.2% |
| 7D | +24.7% | +5.2% | +19.5% | +17.3% |
| 30D | -35.1% | +11.3% | -46.4% | -43.5% |
| 3M | -44.3% | -4.1% | -40.2% | -41.8% |
| 6M | -44.4% | +9.6% | -54.1% | -49.2% |
| YTD | +244.9% | +40.9% | +204.0% | +108.8% |
| 1Y | +365.6% | +53.0% | +312.6% | +152.0% |
| All | +1,272.2% | +59.0% | +1,213.2% | +377.8% |
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