+2,396.1%
MUU vs FISV
-72.5%
+2,468.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.4% | -6.5% | -0.2% |
| 7D | -8.2% | -2.7% | -5.6% | -8.5% |
| 30D | +10.2% | 0.0% | +10.1% | +10.3% |
| 3M | -26.5% | -2.8% | -23.7% | -25.6% |
| 6M | +227.2% | -11.8% | +239.1% | +231.4% |
| YTD | +527.4% | -23.2% | +550.6% | +547.3% |
| 1Y | +1,843.7% | -62.0% | +1,905.7% | +2,148.1% |
| All | +2,396.1% | -72.5% | +2,468.6% | +3,279.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling