+1,272.2%
MUU vs FGI
+57.5%
+1,214.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -25.2% | +19.9% | -4.6% |
| 7D | +24.7% | -14.4% | +39.1% | +25.1% |
| 30D | -35.1% | -11.8% | -23.4% | -34.9% |
| 3M | -44.3% | -46.2% | +2.0% | -43.7% |
| 6M | -44.4% | +5.2% | -49.6% | -45.5% |
| YTD | +244.9% | +10.5% | +234.4% | +230.5% |
| 1Y | +365.6% | +25.5% | +340.1% | +351.4% |
| All | +1,272.2% | +57.5% | +1,214.7% | +1,370.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling