+2,981.5%
MUU vs FE
+11.4%
+2,970.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +11.1% |
| 7D | +17.4% | +1.9% | +15.4% | +19.5% |
| 30D | +24.0% | -1.2% | +25.1% | +22.9% |
| 3M | -23.9% | +3.5% | -27.4% | -20.1% |
| 6M | +284.4% | -6.1% | +290.5% | +322.1% |
| YTD | +583.7% | +7.6% | +576.1% | +647.1% |
| 1Y | +2,981.5% | +11.9% | +2,969.6% | +3,150.0% |
| All | +2,981.5% | +11.4% | +2,970.0% | +3,150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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