+1,272.2%
MUU vs FE
+20.7%
+1,251.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -4.6% |
| 7D | +24.7% | +1.2% | +23.4% | +25.5% |
| 30D | -35.1% | +4.5% | -39.7% | -33.3% |
| 3M | -44.3% | +1.3% | -45.6% | -43.4% |
| 6M | -44.4% | +8.7% | -53.1% | -41.9% |
| YTD | +244.9% | +9.2% | +235.7% | +263.1% |
| 1Y | +365.6% | +7.0% | +358.6% | +389.3% |
| All | +1,272.2% | +20.7% | +1,251.5% | +1,572.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling