+2,981.5%
MUU vs FOXA
+9.1%
+2,972.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.4% | +15.0% | +10.3% |
| 7D | +17.4% | -4.0% | +21.3% | +15.6% |
| 30D | +24.0% | +12.0% | +12.0% | +30.6% |
| 3M | -23.9% | +0.3% | -24.2% | -16.9% |
| 6M | +284.4% | +12.5% | +271.9% | +318.3% |
| YTD | +583.7% | -9.6% | +593.3% | +669.9% |
| 1Y | +2,981.5% | +8.6% | +2,972.9% | +3,452.1% |
| All | +2,981.5% | +9.1% | +2,972.4% | +3,452.1% |
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