+2,683.6%
MUU vs FFIV
+83.0%
+2,600.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.7% | +0.8% |
| 7D | +15.0% | +3.5% | +11.6% | +10.4% |
| 30D | +36.8% | -1.3% | +38.1% | +37.8% |
| 3M | -8.5% | +2.4% | -10.9% | -10.7% |
| 6M | +320.7% | +41.8% | +278.9% | +177.6% |
| YTD | +599.7% | +58.5% | +541.2% | +283.9% |
| 1Y | +2,569.2% | +24.3% | +2,544.8% | +1,916.2% |
| All | +2,683.6% | +83.0% | +2,600.6% | +1,129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling