+1,380.6%
MUU vs FRMI
-79.6%
+1,460.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.3% | +6.3% | +9.3% |
| 7D | +17.4% | +2.4% | +15.0% | +16.4% |
| 30D | +24.0% | -17.3% | +41.2% | +31.6% |
| 3M | -23.9% | -17.2% | -6.7% | -16.7% |
| 6M | +284.4% | -43.4% | +327.8% | +363.4% |
| YTD | +583.7% | -36.0% | +619.7% | +685.7% |
| All | +1,380.6% | -79.6% | +1,460.2% | +2,297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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