+2,538.2%
MUU vs FTI
+190.1%
+2,348.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -0.2% |
| 7D | +13.9% | -0.2% | +14.1% | +14.2% |
| 30D | +24.8% | +12.3% | +12.5% | +7.2% |
| 3M | -15.7% | +13.8% | -29.5% | -28.6% |
| 6M | +338.9% | +24.3% | +314.6% | +216.9% |
| YTD | +563.2% | +75.8% | +487.4% | +193.9% |
| 1Y | +2,577.5% | +99.6% | +2,477.9% | +856.3% |
| All | +2,538.2% | +190.1% | +2,348.2% | +452.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling