+390.7%
MUU vs FN
-19.6%
+410.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +5.9% | +18.3% | +18.1% |
| 7D | -2.5% | +8.0% | -10.5% | -5.3% |
| 30D | -39.7% | -19.1% | -20.6% | -21.5% |
| 3M | -27.4% | -29.8% | +2.4% | +6.5% |
| 6M | -38.4% | -43.2% | +4.8% | +14.8% |
| YTD | +276.4% | -18.9% | +295.4% | +346.8% |
| 1Y | +390.7% | -17.9% | +408.6% | +471.9% |
| All | +390.7% | -19.6% | +410.3% | +471.9% |
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