+2,577.5%
MUU vs FGI
+93.1%
+2,484.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.1% |
| 7D | +13.9% | +5.2% | +8.8% | +13.7% |
| 30D | +24.8% | +65.2% | -40.4% | +20.4% |
| 3M | -15.7% | +30.2% | -45.9% | -18.5% |
| 6M | +338.9% | +87.8% | +251.1% | +301.9% |
| YTD | +563.2% | +32.5% | +530.7% | +513.9% |
| 1Y | +2,577.5% | +93.6% | +2,483.9% | +2,466.2% |
| All | +2,577.5% | +93.1% | +2,484.4% | +2,466.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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