+2,569.2%
MUU vs FE
+11.4%
+2,557.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.0% |
| 7D | +15.0% | -0.2% | +15.2% | +14.9% |
| 30D | +36.8% | -1.2% | +38.0% | +35.7% |
| 3M | -8.5% | +1.7% | -10.2% | -5.7% |
| 6M | +320.7% | -7.5% | +328.2% | +356.8% |
| YTD | +599.7% | +6.3% | +593.4% | +656.2% |
| 1Y | +2,569.2% | +10.9% | +2,558.3% | +2,643.6% |
| All | +2,569.2% | +11.4% | +2,557.7% | +2,643.6% |
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