+1,272.2%
MUU vs FTI
+145.9%
+1,126.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.1% | -7.3% | -8.1% |
| 7D | +24.7% | +4.3% | +20.4% | +17.9% |
| 30D | -35.1% | -4.7% | -30.5% | -28.5% |
| 3M | -44.3% | -13.5% | -30.7% | -30.0% |
| 6M | -44.4% | -8.7% | -35.7% | -35.3% |
| YTD | +244.9% | +49.0% | +195.9% | +95.4% |
| 1Y | +365.6% | +54.0% | +311.6% | +149.1% |
| All | +1,272.2% | +145.9% | +1,126.3% | +267.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling