+2,396.1%
MUU vs FTV
-5.5%
+2,401.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.6% |
| 7D | -8.2% | -4.0% | -4.3% | -2.7% |
| 30D | +10.2% | -11.0% | +21.2% | +30.0% |
| 3M | -26.5% | -8.4% | -18.1% | -18.3% |
| 6M | +227.2% | -2.6% | +229.8% | +231.6% |
| YTD | +527.4% | -0.6% | +528.0% | +431.8% |
| 1Y | +1,843.7% | +11.0% | +1,832.7% | +1,140.2% |
| All | +2,396.1% | -5.5% | +2,401.6% | +2,696.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling