+504.3%
MUU vs FOXA
+11.1%
+493.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -11.9% |
| 7D | -35.9% | +9.9% | -45.7% | -32.4% |
| 30D | -47.1% | +10.0% | -57.1% | -44.1% |
| 3M | -29.8% | +18.4% | -48.3% | -22.3% |
| 6M | +16.0% | +12.2% | +3.8% | +32.3% |
| YTD | +286.1% | -3.8% | +289.9% | +414.7% |
| 1Y | +504.3% | +8.9% | +495.4% | +744.0% |
| All | +504.3% | +11.1% | +493.2% | +744.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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