+2,423.9%
MUU vs FIS
-53.1%
+2,477.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.2% | -10.5% | -8.8% |
| 7D | +3.6% | -8.9% | +12.4% | -0.1% |
| 30D | +22.3% | -9.9% | +32.2% | +17.6% |
| 3M | -8.2% | 0.0% | -8.2% | -8.3% |
| 6M | +256.3% | -22.9% | +279.2% | +270.9% |
| YTD | +534.4% | -40.9% | +575.3% | +666.5% |
| 1Y | +2,163.5% | -40.4% | +2,203.9% | +2,613.3% |
| All | +2,423.9% | -53.1% | +2,477.0% | +2,942.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling