+2,620.0%
MUU vs FGI
+85.2%
+2,534.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +7.5% | +4.1% | +11.4% |
| 7D | +17.4% | +0.5% | +16.8% | +17.3% |
| 30D | +24.0% | +65.4% | -41.4% | +21.5% |
| 3M | -23.9% | +23.5% | -47.4% | -25.5% |
| 6M | +284.4% | +60.5% | +223.9% | +267.2% |
| YTD | +583.7% | +30.0% | +553.7% | +553.3% |
| 1Y | +2,981.5% | +82.1% | +2,899.4% | +2,922.3% |
| All | +2,620.0% | +85.2% | +2,534.8% | +2,807.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling