+1,272.2%
MUU vs FLEX
+122.4%
+1,149.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.0% | -1.2% | +0.5% |
| 7D | +24.7% | +7.5% | +17.2% | +13.1% |
| 30D | -35.1% | -25.3% | -9.9% | +3.2% |
| 3M | -44.3% | -39.7% | -4.6% | +18.0% |
| 6M | -44.4% | -47.9% | +3.4% | +73.0% |
| YTD | +244.9% | +24.1% | +220.8% | +152.2% |
| 1Y | +365.6% | +26.0% | +339.7% | +236.2% |
| All | +1,272.2% | +122.4% | +1,149.8% | +306.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling