+2,538.2%
MUU vs FND
-57.5%
+2,595.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.6% | +1.6% | -0.1% |
| 7D | +13.9% | +0.4% | +13.5% | +13.7% |
| 30D | +24.8% | -23.6% | +48.4% | +47.0% |
| 3M | -15.7% | +4.3% | -20.1% | -22.9% |
| 6M | +338.9% | -20.3% | +359.2% | +386.7% |
| YTD | +563.2% | -21.3% | +584.5% | +620.1% |
| 1Y | +2,577.5% | -45.4% | +2,622.9% | +3,910.5% |
| All | +2,538.2% | -57.5% | +2,595.8% | +3,795.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling