+359.1%
MUU vs FN
-21.9%
+381.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +1.0% |
| 7D | +43.7% | +20.8% | +22.9% | +18.9% |
| 30D | -37.2% | -17.3% | -20.0% | -19.8% |
| 3M | -36.1% | -38.1% | +2.0% | +6.4% |
| 6M | -35.7% | -44.2% | +8.5% | +22.7% |
| YTD | +264.0% | -22.3% | +286.3% | +350.7% |
| 1Y | +359.1% | -20.9% | +380.0% | +456.5% |
| All | +359.1% | -21.9% | +381.0% | +456.5% |
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