+2,620.0%
MUU vs FDX
+57.6%
+2,562.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +12.4% |
| 7D | +17.4% | -2.5% | +19.9% | +21.1% |
| 30D | +24.0% | +3.8% | +20.2% | +16.0% |
| 3M | -23.9% | -1.3% | -22.6% | -20.7% |
| 6M | +284.4% | +5.0% | +279.4% | +260.8% |
| YTD | +583.7% | +39.6% | +544.1% | +320.9% |
| 1Y | +2,981.5% | +81.1% | +2,900.3% | +1,181.3% |
| All | +2,620.0% | +57.6% | +2,562.5% | +863.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling