+2,683.6%
MUU vs FXI
+8.4%
+2,675.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +7.4% |
| 7D | +15.0% | -2.8% | +17.8% | +19.9% |
| 30D | +36.8% | -5.3% | +42.1% | +47.8% |
| 3M | -8.5% | +0.3% | -8.8% | -10.9% |
| 6M | +320.7% | -4.6% | +325.3% | +358.1% |
| YTD | +599.7% | -9.1% | +608.8% | +733.3% |
| 1Y | +2,569.2% | -12.0% | +2,581.1% | +3,306.7% |
| All | +2,683.6% | +8.4% | +2,675.2% | +2,911.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 5y: compounded portfolio wealth divided by compounded FXI 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…
5y analysis · Full analysis span regression · 6 months rolling