+1,106.1%
MUU vs FE
+19.3%
+1,086.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.7% |
| 7D | -32.5% | -0.5% | -31.9% | -32.7% |
| 30D | -55.2% | +4.3% | -59.6% | -54.0% |
| 3M | -40.7% | +0.4% | -41.1% | -40.1% |
| 6M | -43.9% | +6.9% | -50.9% | -41.8% |
| YTD | +203.2% | +8.0% | +195.2% | +217.1% |
| 1Y | +257.0% | +4.8% | +252.2% | +272.1% |
| All | +1,106.1% | +19.3% | +1,086.7% | +1,360.2% |
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