+2,981.5%
MUU vs FHN
+13.2%
+2,968.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.6% |
| 7D | +17.4% | +1.2% | +16.2% | +16.8% |
| 30D | +24.0% | -4.7% | +28.7% | +26.1% |
| 3M | -23.9% | +3.5% | -27.4% | -24.9% |
| 6M | +284.4% | +7.8% | +276.6% | +270.8% |
| YTD | +583.7% | +5.9% | +577.8% | +560.6% |
| 1Y | +2,981.5% | +12.5% | +2,969.0% | +3,007.6% |
| All | +2,981.5% | +13.2% | +2,968.3% | +3,007.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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