+2,683.6%
MUU vs FITB
+35.8%
+2,647.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +6.2% |
| 7D | +15.0% | -0.4% | +15.4% | +15.5% |
| 30D | +36.8% | -5.1% | +42.0% | +45.8% |
| 3M | -8.5% | +3.5% | -12.0% | -15.4% |
| 6M | +320.7% | +17.2% | +303.5% | +209.5% |
| YTD | +599.7% | +17.6% | +582.0% | +393.2% |
| 1Y | +2,569.2% | +23.4% | +2,545.8% | +1,592.0% |
| All | +2,683.6% | +35.8% | +2,647.8% | +1,273.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling