+2,683.6%
MUU vs FND
-57.8%
+2,741.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +6.0% |
| 7D | +15.0% | -0.8% | +15.8% | +15.6% |
| 30D | +36.8% | -19.6% | +56.4% | +55.7% |
| 3M | -8.5% | -4.3% | -4.2% | -10.3% |
| 6M | +320.7% | -20.4% | +341.2% | +366.9% |
| YTD | +599.7% | -21.9% | +621.5% | +663.1% |
| 1Y | +2,569.2% | -45.2% | +2,614.4% | +3,878.7% |
| All | +2,683.6% | -57.8% | +2,741.4% | +4,027.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling