+1,258.7%
MUU vs FRMI
-78.1%
+1,336.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -2.0% |
| 7D | -8.2% | +7.4% | -15.7% | -11.4% |
| 30D | +10.2% | -27.6% | +37.8% | +24.2% |
| 3M | -26.5% | -20.9% | -5.6% | -18.8% |
| 6M | +227.2% | -36.6% | +263.8% | +274.9% |
| YTD | +527.4% | -31.3% | +558.7% | +595.9% |
| All | +1,258.7% | -78.1% | +1,336.8% | +2,023.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling