+2,538.2%
MUU vs FLEX
+239.1%
+2,299.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -9.4% |
| 7D | +13.9% | +7.0% | +7.0% | +2.7% |
| 30D | +24.8% | -5.8% | +30.6% | +35.7% |
| 3M | -15.7% | -24.2% | +8.5% | +41.7% |
| 6M | +338.9% | +90.8% | +248.1% | +66.1% |
| YTD | +563.2% | +89.2% | +474.0% | +157.5% |
| 1Y | +2,577.5% | +104.7% | +2,472.8% | +834.5% |
| All | +2,538.2% | +239.1% | +2,299.1% | +314.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling