+2,538.2%
MUU vs FE
+18.1%
+2,520.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -3.3% |
| 7D | +13.9% | +0.6% | +13.3% | +14.3% |
| 30D | +24.8% | -2.1% | +26.9% | +23.7% |
| 3M | -15.7% | +2.6% | -18.4% | -14.4% |
| 6M | +338.9% | -6.8% | +345.7% | +347.6% |
| YTD | +563.2% | +6.9% | +556.3% | +585.6% |
| 1Y | +2,577.5% | +11.6% | +2,565.9% | +2,679.6% |
| All | +2,538.2% | +18.1% | +2,520.1% | +3,056.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling