+504.3%
MUU vs FLEX
+23.4%
+480.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -12.3% | -1.7% | +1.4% |
| 7D | -35.9% | -17.0% | -18.9% | -18.6% |
| 30D | -47.1% | -33.8% | -13.3% | -11.6% |
| 3M | -29.8% | -39.0% | +9.2% | +29.7% |
| 6M | +16.0% | -15.9% | +31.9% | +86.6% |
| YTD | +286.1% | +27.8% | +258.2% | +230.1% |
| 1Y | +504.3% | +25.0% | +479.4% | +466.6% |
| All | +504.3% | +23.4% | +480.9% | +466.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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