+1,015.1%
IGV vs MUB
+77.1%
+937.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.3% |
| 7D | +2.5% | -0.8% | +3.3% | +2.9% |
| 30D | -8.6% | +2.4% | -11.0% | -9.8% |
| 3M | -1.6% | -1.1% | -0.5% | -1.0% |
| 6M | +13.4% | -1.0% | +14.4% | +14.1% |
| YTD | -4.0% | -0.3% | -3.7% | -3.8% |
| 1Y | -7.6% | 0.0% | -7.6% | -7.6% |
| 3Y | +39.3% | +10.2% | +29.1% | +32.5% |
| 5Y | +14.5% | +2.9% | +11.6% | +11.9% |
| 10Y | +358.7% | +21.9% | +336.8% | +338.1% |
| All | +1,015.1% | +77.1% | +937.9% | +875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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