+504.3%
MUU vs FN
-25.7%
+530.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.0% | -8.0% | -8.0% |
| 7D | -35.9% | -7.0% | -28.9% | -30.8% |
| 30D | -47.1% | -24.7% | -22.4% | -29.4% |
| 3M | -29.8% | -35.7% | +5.8% | +7.0% |
| 6M | +16.0% | -52.4% | +68.4% | +141.8% |
| YTD | +286.1% | -25.0% | +311.0% | +365.9% |
| 1Y | +504.3% | -25.7% | +530.0% | +652.5% |
| All | +504.3% | -25.7% | +530.1% | +652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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