+2,981.5%
MUU vs USFD
+34.2%
+2,947.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.6% |
| 7D | +17.4% | -3.0% | +20.4% | +17.3% |
| 30D | +24.0% | +3.5% | +20.4% | +24.1% |
| 3M | -23.9% | +26.6% | -50.5% | -29.4% |
| 6M | +284.4% | +11.7% | +272.7% | +274.7% |
| YTD | +583.7% | +38.1% | +545.6% | +509.0% |
| 1Y | +2,981.5% | +33.4% | +2,948.1% | +2,465.6% |
| All | +2,981.5% | +34.2% | +2,947.2% | +2,465.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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