+2,683.6%
MUU vs FISV
-74.1%
+2,757.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.3% | +9.9% | +4.8% |
| 7D | +15.0% | -6.4% | +21.4% | +13.8% |
| 30D | +36.8% | -6.8% | +43.6% | +35.3% |
| 3M | -8.5% | -10.0% | +1.5% | -8.2% |
| 6M | +320.7% | -20.6% | +341.4% | +324.2% |
| YTD | +599.7% | -27.6% | +627.3% | +614.5% |
| 1Y | +2,569.2% | -64.3% | +2,633.5% | +2,963.0% |
| All | +2,683.6% | -74.1% | +2,757.6% | +3,630.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling