+2,538.2%
MUU vs FIX
+311.4%
+2,226.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -6.4% |
| 7D | +13.9% | +6.1% | +7.9% | +4.9% |
| 30D | +24.8% | -2.7% | +27.5% | +29.8% |
| 3M | -15.7% | -10.9% | -4.8% | +15.6% |
| 6M | +338.9% | +29.0% | +309.9% | +312.3% |
| YTD | +563.2% | +76.9% | +486.3% | +345.9% |
| 1Y | +2,577.5% | +130.7% | +2,446.7% | +1,292.2% |
| All | +2,538.2% | +311.4% | +2,226.8% | +577.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling