+2,577.5%
MUU vs USFD
+32.2%
+2,545.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.0% |
| 7D | +13.9% | -3.3% | +17.3% | +13.8% |
| 30D | +24.8% | -5.3% | +30.1% | +24.7% |
| 3M | -15.7% | +18.8% | -34.5% | -20.0% |
| 6M | +338.9% | +14.3% | +324.6% | +320.9% |
| YTD | +563.2% | +36.9% | +526.3% | +488.5% |
| 1Y | +2,577.5% | +31.7% | +2,545.8% | +2,132.0% |
| All | +2,577.5% | +32.2% | +2,545.3% | +2,132.0% |
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