+2,981.5%
MUU vs USFR
+4.0%
+2,977.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +12.2% |
| 7D | +17.4% | +0.1% | +17.3% | +19.3% |
| 30D | +24.0% | +0.3% | +23.7% | +38.0% |
| 3M | -23.9% | +1.0% | -24.9% | +0.5% |
| 6M | +284.4% | +1.9% | +282.5% | +363.7% |
| YTD | +583.7% | +2.6% | +581.1% | +568.8% |
| 1Y | +2,981.5% | +4.0% | +2,977.5% | +3,356.0% |
| All | +2,981.5% | +4.0% | +2,977.5% | +3,356.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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