+1,843.7%
MUU vs FHN
+11.5%
+1,832.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -8.2% | -1.2% | -7.0% | -7.8% |
| 30D | +10.2% | -4.8% | +15.0% | +12.3% |
| 3M | -26.5% | -0.7% | -25.8% | -26.3% |
| 6M | +227.2% | +10.6% | +216.6% | +209.3% |
| YTD | +527.4% | +4.6% | +522.8% | +506.0% |
| 1Y | +1,843.7% | +11.4% | +1,832.3% | +1,841.5% |
| All | +1,843.7% | +11.5% | +1,832.2% | +1,841.5% |
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