+2,423.9%
MUU vs FND
-58.5%
+2,482.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -8.4% |
| 7D | +3.6% | -5.1% | +8.6% | +7.2% |
| 30D | +22.3% | -22.5% | +44.9% | +42.8% |
| 3M | -8.2% | -5.0% | -3.2% | -9.7% |
| 6M | +256.3% | -21.5% | +277.9% | +299.2% |
| YTD | +534.4% | -23.0% | +557.4% | +599.2% |
| 1Y | +2,163.5% | -44.9% | +2,208.4% | +3,250.8% |
| All | +2,423.9% | -58.5% | +2,482.3% | +3,682.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling