+3,762.9%
MUU vs FIG
-71.6%
+3,834.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.4% | +16.0% | +10.9% |
| 7D | +17.4% | -16.3% | +33.7% | +14.3% |
| 30D | +24.0% | -14.3% | +38.3% | +21.9% |
| 3M | -23.9% | +7.2% | -31.0% | -19.4% |
| 6M | +284.4% | -18.6% | +303.0% | +321.1% |
| YTD | +583.7% | -35.5% | +619.2% | +693.8% |
| 1Y | +2,981.5% | -55.8% | +3,037.3% | +3,671.0% |
| All | +3,762.9% | -71.6% | +3,834.6% | +4,277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling