+2,423.9%
MUU vs FTV
-5.8%
+2,429.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -6.0% |
| 7D | +3.6% | -5.2% | +8.8% | +11.7% |
| 30D | +22.3% | -11.5% | +33.8% | +45.4% |
| 3M | -8.2% | -9.0% | +0.8% | +3.0% |
| 6M | +256.3% | -2.0% | +258.4% | +258.2% |
| YTD | +534.4% | -0.9% | +535.3% | +440.3% |
| 1Y | +2,163.5% | +14.8% | +2,148.7% | +1,226.7% |
| All | +2,423.9% | -5.8% | +2,429.7% | +2,741.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling