+2,620.0%
MUU vs FITB
+37.5%
+2,582.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.8% |
| 7D | +17.4% | +0.6% | +16.8% | +16.4% |
| 30D | +24.0% | -4.7% | +28.7% | +31.5% |
| 3M | -23.9% | +6.7% | -30.6% | -32.5% |
| 6M | +284.4% | +12.6% | +271.9% | +205.3% |
| YTD | +583.7% | +19.1% | +564.6% | +374.6% |
| 1Y | +2,981.5% | +22.6% | +2,958.8% | +1,892.6% |
| All | +2,620.0% | +37.5% | +2,582.5% | +1,221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling