+2,163.5%
MUU vs FLEX
+90.6%
+2,072.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.1% | -5.2% | -3.9% |
| 7D | +3.6% | +0.1% | +3.4% | +3.2% |
| 30D | +22.3% | -11.8% | +34.1% | +44.3% |
| 3M | -8.2% | -22.6% | +14.4% | +43.9% |
| 6M | +256.3% | +77.3% | +179.0% | +97.1% |
| YTD | +534.4% | +78.8% | +455.6% | +251.1% |
| 1Y | +2,163.5% | +86.1% | +2,077.4% | +1,161.0% |
| All | +2,163.5% | +90.6% | +2,072.9% | +1,161.0% |
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