+908.0%
MUU vs FN
+17.7%
+890.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -14.2% | -20.1% | -19.2% |
| 7D | -53.2% | -16.0% | -37.2% | -41.3% |
| 30D | -64.1% | -40.1% | -24.0% | -35.1% |
| 3M | -54.1% | -43.9% | -10.2% | -14.3% |
| 6M | -37.7% | -55.6% | +18.0% | +57.2% |
| YTD | +153.4% | -35.7% | +189.0% | +291.5% |
| 1Y | +237.5% | -39.8% | +277.3% | +474.2% |
| All | +908.0% | +17.7% | +890.3% | +672.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling