+2,981.5%
MUU vs FISV
-61.2%
+3,042.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.5% | +11.1% | +11.8% |
| 7D | +17.4% | -0.3% | +17.7% | +17.1% |
| 30D | +24.0% | -2.1% | +26.0% | +22.7% |
| 3M | -23.9% | -5.7% | -18.1% | -21.2% |
| 6M | +284.4% | -15.3% | +299.8% | +296.7% |
| YTD | +583.7% | -21.1% | +604.8% | +607.7% |
| 1Y | +2,981.5% | -61.1% | +3,042.6% | +3,109.4% |
| All | +2,981.5% | -61.2% | +3,042.7% | +3,109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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