+1,272.2%
MUU vs FITB
+37.7%
+1,234.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.4% | -6.6% |
| 7D | +24.7% | +2.8% | +21.9% | +21.0% |
| 30D | -35.1% | +9.8% | -44.9% | -41.9% |
| 3M | -44.3% | -5.2% | -39.1% | -40.6% |
| 6M | -44.4% | +17.3% | -61.8% | -58.0% |
| YTD | +244.9% | +19.3% | +225.6% | +139.0% |
| 1Y | +365.6% | +32.7% | +332.9% | +164.2% |
| All | +1,272.2% | +37.7% | +1,234.5% | +565.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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