+365.6%
MUU vs FTV
+31.1%
+334.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | +24.7% | +3.9% | +20.8% | +23.4% |
| 30D | -35.1% | +18.7% | -53.8% | -36.1% |
| 3M | -44.3% | +10.0% | -54.3% | -44.4% |
| 6M | -44.4% | +14.6% | -59.0% | -43.6% |
| YTD | +244.9% | +23.4% | +221.5% | +252.3% |
| 1Y | +365.6% | +31.3% | +334.3% | +349.4% |
| All | +365.6% | +31.1% | +334.5% | +349.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling