+1,000.7%
MUU vs FE
+19.2%
+981.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +8.9% |
| 7D | -42.8% | 0.0% | -42.7% | -42.7% |
| 30D | -63.6% | +5.2% | -68.8% | -62.5% |
| 3M | -48.5% | 0.0% | -48.5% | -48.1% |
| 6M | -36.9% | +5.0% | -42.0% | -34.8% |
| YTD | +176.7% | +7.9% | +168.8% | +189.3% |
| 1Y | +266.3% | +6.3% | +259.9% | +282.9% |
| All | +1,000.7% | +19.2% | +981.4% | +1,232.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling