+504.3%
MUU vs USFR
+4.1%
+500.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | 0.0% | -14.0% | -14.0% |
| 7D | -35.9% | +0.1% | -36.0% | -33.6% |
| 30D | -47.1% | +0.4% | -47.5% | -40.3% |
| 3M | -29.8% | +1.1% | -30.9% | -0.5% |
| 6M | +16.0% | +2.0% | +14.0% | +66.2% |
| YTD | +286.1% | +3.4% | +282.7% | +106.2% |
| 1Y | +504.3% | +4.1% | +500.2% | -25.6% |
| All | +504.3% | +4.1% | +500.2% | -25.6% |
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