+2,396.1%
MUU vs FND
-58.0%
+2,454.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.7% |
| 7D | -8.2% | -5.8% | -2.5% | -4.7% |
| 30D | +10.2% | -20.2% | +30.4% | +26.3% |
| 3M | -26.5% | -12.0% | -14.5% | -23.9% |
| 6M | +227.2% | -18.5% | +245.7% | +257.0% |
| YTD | +527.4% | -22.3% | +549.7% | +587.0% |
| 1Y | +1,843.7% | -47.6% | +1,891.3% | +2,916.6% |
| All | +2,396.1% | -58.0% | +2,454.1% | +3,616.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling