+359.1%
MUU vs FE
+4.7%
+354.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.4% |
| 7D | +43.7% | -0.3% | +44.0% | +43.1% |
| 30D | -37.2% | +3.9% | -41.1% | -34.3% |
| 3M | -36.1% | -0.1% | -36.0% | -35.2% |
| 6M | -35.7% | +6.1% | -41.8% | -31.2% |
| YTD | +264.0% | +8.1% | +255.9% | +275.7% |
| 1Y | +359.1% | +4.4% | +354.7% | +387.2% |
| All | +359.1% | +4.7% | +354.4% | +387.2% |
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 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