+504.3%
MUU vs FHN
+14.6%
+489.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -14.6% |
| 7D | -35.9% | +2.3% | -38.1% | -36.5% |
| 30D | -47.1% | +1.6% | -48.8% | -47.6% |
| 3M | -29.8% | -8.4% | -21.5% | -26.3% |
| 6M | +16.0% | -2.3% | +18.3% | +17.5% |
| YTD | +286.1% | +1.5% | +284.6% | +260.4% |
| 1Y | +504.3% | +15.0% | +489.3% | +386.8% |
| All | +504.3% | +14.6% | +489.7% | +386.8% |
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