+2,981.5%
MUU vs FND
-36.4%
+3,017.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.9% | +10.9% |
| 7D | +17.4% | -5.2% | +22.6% | +19.8% |
| 30D | +24.0% | -19.9% | +43.8% | +35.0% |
| 3M | -23.9% | +2.7% | -26.6% | -27.5% |
| 6M | +284.4% | -21.7% | +306.1% | +320.0% |
| YTD | +583.7% | -17.5% | +601.2% | +596.9% |
| 1Y | +2,981.5% | -39.3% | +3,020.8% | +4,673.9% |
| All | +2,981.5% | -36.4% | +3,017.8% | +4,673.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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