+1,000.7%
MUU vs FIX
+153.9%
+846.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.4% | +3.7% | +1.7% |
| 7D | -42.8% | -17.5% | -25.3% | -22.6% |
| 30D | -63.6% | -41.6% | -22.1% | -21.1% |
| 3M | -48.5% | -40.6% | -7.9% | +6.5% |
| 6M | -36.9% | -49.4% | +12.4% | +91.3% |
| YTD | +176.7% | +9.2% | +167.5% | +264.2% |
| 1Y | +266.3% | +6.5% | +259.8% | +404.9% |
| All | +1,000.7% | +153.9% | +846.7% | +453.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling