+365.6%
MUU vs FN
-25.5%
+391.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.3% | +2.1% | +2.4% |
| 7D | +24.7% | +0.3% | +24.4% | +25.2% |
| 30D | -35.1% | -16.5% | -18.6% | -17.6% |
| 3M | -44.3% | -42.1% | -2.2% | -0.4% |
| 6M | -44.4% | -52.9% | +8.5% | +23.7% |
| YTD | +244.9% | -28.0% | +272.9% | +352.8% |
| 1Y | +365.6% | -18.5% | +384.1% | +409.2% |
| All | +365.6% | -25.5% | +391.1% | +409.2% |
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