+504.3%
MUU vs FIX
+14.3%
+490.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -15.1% | +1.1% | +11.0% |
| 7D | -35.9% | -18.9% | -16.9% | -10.1% |
| 30D | -47.1% | -36.3% | -10.8% | +9.6% |
| 3M | -29.8% | -38.5% | +8.7% | +52.3% |
| 6M | +16.0% | -42.3% | +58.3% | +249.4% |
| YTD | +286.1% | +17.1% | +269.0% | +292.1% |
| 1Y | +504.3% | +14.4% | +489.9% | +543.3% |
| All | +504.3% | +14.3% | +490.1% | +543.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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