+2,981.5%
MUU vs FIX
+128.3%
+2,853.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.9% | +9.7% | +8.3% |
| 7D | +17.4% | +6.0% | +11.3% | +6.3% |
| 30D | +24.0% | -7.2% | +31.2% | +41.2% |
| 3M | -23.9% | -15.9% | -8.0% | +21.8% |
| 6M | +284.4% | +12.7% | +271.7% | +334.3% |
| YTD | +583.7% | +72.8% | +510.9% | +360.6% |
| 1Y | +2,981.5% | +122.9% | +2,858.6% | +1,713.6% |
| All | +2,981.5% | +128.3% | +2,853.2% | +1,713.6% |
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