+2,683.6%
MUU vs FIS
-53.7%
+2,737.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.4% | +8.9% | +4.1% |
| 7D | +15.0% | -9.1% | +24.1% | +10.8% |
| 30D | +36.8% | -10.4% | +47.3% | +31.1% |
| 3M | -8.5% | -3.7% | -4.8% | -9.0% |
| 6M | +320.7% | -24.8% | +345.5% | +337.9% |
| YTD | +599.7% | -41.6% | +641.2% | +740.8% |
| 1Y | +2,569.2% | -42.7% | +2,611.9% | +3,133.7% |
| All | +2,683.6% | -53.7% | +2,737.2% | +3,237.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling