+3,853.2%
MUU vs FIG
-74.1%
+3,927.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +5.0% |
| 7D | +15.0% | -14.5% | +29.5% | +12.3% |
| 30D | +36.8% | -13.3% | +50.1% | +34.4% |
| 3M | -8.5% | +7.4% | -15.9% | -4.8% |
| 6M | +320.7% | -27.8% | +348.5% | +355.3% |
| YTD | +599.7% | -41.1% | +640.8% | +700.8% |
| 1Y | +2,569.2% | -58.7% | +2,627.9% | +3,131.4% |
| All | +3,853.2% | -74.1% | +3,927.3% | +4,316.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling