+2,423.9%
MUU vs USFR
+8.3%
+2,415.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -8.9% |
| 7D | +3.6% | +0.1% | +3.5% | +5.5% |
| 30D | +22.3% | +0.3% | +22.0% | +32.3% |
| 3M | -8.2% | +1.0% | -9.2% | +15.8% |
| 6M | +256.3% | +1.9% | +254.4% | +371.8% |
| YTD | +534.4% | +2.7% | +531.7% | +744.1% |
| 1Y | +2,163.5% | +4.0% | +2,159.5% | +3,369.7% |
| All | +2,423.9% | +8.3% | +2,415.6% | +10,785.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling