+1,843.7%
MUU vs FERG
+1.0%
+1,842.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.9% |
| 7D | -8.2% | -2.6% | -5.7% | -5.5% |
| 30D | +10.2% | -8.9% | +19.1% | +22.3% |
| 3M | -26.5% | -2.0% | -24.5% | -24.0% |
| 6M | +227.2% | -3.2% | +230.4% | +235.6% |
| YTD | +527.4% | +1.5% | +525.9% | +524.8% |
| 1Y | +1,843.7% | +0.5% | +1,843.2% | +1,934.8% |
| All | +1,843.7% | +1.0% | +1,842.7% | +1,934.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 FERG 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