+1,348.1%
MUU vs FGI
+110.5%
+1,237.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.2% | -9.5% | -3.4% |
| 7D | +43.7% | +13.5% | +30.2% | +43.3% |
| 30D | -37.2% | +17.1% | -54.4% | -37.4% |
| 3M | -36.1% | +78.0% | -114.1% | -37.6% |
| 6M | -35.7% | +46.4% | -82.2% | -37.4% |
| YTD | +264.0% | +47.7% | +216.3% | +246.5% |
| 1Y | +359.1% | +56.8% | +302.3% | +341.3% |
| All | +1,348.1% | +110.5% | +1,237.6% | +1,442.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling