+2,683.6%
MUU vs FHN
+63.7%
+2,619.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.9% |
| 7D | +15.0% | 0.0% | +15.0% | +14.9% |
| 30D | +36.8% | -2.6% | +39.4% | +41.3% |
| 3M | -8.5% | 0.0% | -8.5% | -9.8% |
| 6M | +320.7% | +9.2% | +311.5% | +264.9% |
| YTD | +599.7% | +4.3% | +595.3% | +536.0% |
| 1Y | +2,569.2% | +10.8% | +2,558.4% | +2,083.2% |
| All | +2,683.6% | +63.7% | +2,619.8% | +1,423.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling