+504.3%
MUU vs FIG
-52.3%
+556.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.2% | -19.2% | -12.3% |
| 7D | -35.9% | -4.7% | -31.2% | -36.5% |
| 30D | -47.1% | +0.5% | -47.7% | -46.7% |
| 3M | -29.8% | -18.4% | -11.5% | -32.7% |
| 6M | +16.0% | +10.9% | +5.1% | +29.5% |
| YTD | +286.1% | -40.8% | +326.9% | +517.1% |
| 1Y | +504.3% | -51.7% | +556.0% | +1,079.9% |
| All | +504.3% | -52.3% | +556.6% | +1,079.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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