+2,396.1%
MUU vs FLNC
-52.5%
+2,448.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.3% |
| 7D | -8.2% | -4.1% | -4.2% | -7.0% |
| 30D | +10.2% | -24.8% | +34.9% | +25.5% |
| 3M | -26.5% | -59.1% | +32.6% | +15.6% |
| 6M | +227.2% | -42.0% | +269.2% | +330.0% |
| YTD | +527.4% | -49.8% | +577.2% | +739.1% |
| 1Y | +1,843.7% | +43.1% | +1,800.6% | +1,545.4% |
| All | +2,396.1% | -52.5% | +2,448.6% | +2,112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 5y: compounded portfolio wealth divided by compounded FLNC 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…
5y analysis · Full analysis span regression · 6 months rolling