+1,106.1%
MUU vs FIX
+176.0%
+930.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -1.7% |
| 7D | -32.5% | -13.9% | -18.5% | -13.7% |
| 30D | -55.2% | -35.5% | -19.7% | -15.3% |
| 3M | -40.7% | -33.9% | -6.8% | +6.0% |
| 6M | -43.9% | -43.3% | -0.6% | +46.2% |
| YTD | +203.2% | +18.7% | +184.5% | +256.4% |
| 1Y | +257.0% | +13.8% | +243.3% | +346.7% |
| All | +1,106.1% | +176.0% | +930.1% | +441.2% |
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