+1,843.7%
MUU vs FTI
+89.7%
+1,754.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -2.0% |
| 7D | -8.2% | -4.4% | -3.8% | -4.3% |
| 30D | +10.2% | +1.5% | +8.7% | +10.1% |
| 3M | -26.5% | +8.2% | -34.7% | -30.4% |
| 6M | +227.2% | +18.8% | +208.4% | +175.3% |
| YTD | +527.4% | +71.7% | +455.7% | +301.4% |
| 1Y | +1,843.7% | +90.0% | +1,753.6% | +1,039.0% |
| All | +1,843.7% | +89.7% | +1,754.0% | +1,039.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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