+266.5%
MUU vs FIX
+14.0%
+252.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +9.4% | +3.1% | -3.4% |
| 7D | -27.2% | -7.2% | -19.9% | -15.0% |
| 30D | -54.0% | -35.1% | -18.9% | -0.6% |
| 3M | -41.4% | -34.3% | -7.2% | +18.2% |
| 6M | -42.5% | -42.9% | +0.5% | +82.4% |
| YTD | +211.2% | +19.5% | +191.7% | +231.5% |
| All | +266.5% | +14.0% | +252.4% | +318.2% |
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 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