+365.6%
MUU vs FIG
-55.0%
+420.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.8% | -8.0% | -4.7% |
| 7D | +24.7% | +3.4% | +21.3% | +25.4% |
| 30D | -35.1% | -9.5% | -25.7% | -37.1% |
| 3M | -44.3% | -26.2% | -18.1% | -48.6% |
| 6M | -44.4% | +2.7% | -47.1% | -40.8% |
| YTD | +244.9% | -48.0% | +292.9% | +466.1% |
| 1Y | +365.6% | -52.0% | +417.7% | +774.9% |
| All | +365.6% | -55.0% | +420.6% | +774.9% |
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