+1,272.2%
MUU vs FIX
+177.9%
+1,094.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.4% | -3.9% | -3.3% |
| 7D | +24.7% | +9.4% | +15.2% | +11.5% |
| 30D | -35.1% | -27.8% | -7.4% | +5.7% |
| 3M | -44.3% | -35.6% | -8.7% | +4.2% |
| 6M | -44.4% | -45.2% | +0.8% | +51.8% |
| YTD | +244.9% | +19.5% | +225.4% | +306.1% |
| 1Y | +365.6% | +24.2% | +341.4% | +434.1% |
| All | +1,272.2% | +177.9% | +1,094.3% | +516.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling