+1,106.1%
MUU vs FN
+40.1%
+1,066.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.8% | +2.2% | +2.5% |
| 7D | -32.5% | -4.1% | -28.4% | -26.2% |
| 30D | -55.2% | -28.3% | -26.9% | -33.6% |
| 3M | -40.7% | -33.9% | -6.8% | -6.8% |
| 6M | -43.9% | -43.9% | 0.0% | +10.5% |
| YTD | +203.2% | -23.4% | +226.6% | +288.2% |
| 1Y | +257.0% | -25.4% | +282.4% | +381.4% |
| All | +1,106.1% | +40.1% | +1,066.0% | +666.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling