+2,620.0%
MUU vs FHN
+66.1%
+2,553.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.7% |
| 7D | +17.4% | +1.2% | +16.2% | +15.7% |
| 30D | +24.0% | -4.7% | +28.7% | +31.4% |
| 3M | -23.9% | +3.5% | -27.4% | -27.9% |
| 6M | +284.4% | +7.8% | +276.6% | +241.3% |
| YTD | +583.7% | +5.9% | +577.8% | +510.9% |
| 1Y | +2,981.5% | +12.5% | +2,969.0% | +2,363.5% |
| All | +2,620.0% | +66.1% | +2,553.9% | +1,363.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling