+56.0%
IWF vs MUB
+2.5%
+53.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | +2.8% | -1.3% | +4.1% | +4.1% |
| 30D | -7.5% | +2.2% | -9.7% | -9.7% |
| 3M | -8.5% | -1.6% | -6.9% | -6.8% |
| 6M | -7.4% | -1.3% | -6.1% | -6.0% |
| YTD | -2.6% | -0.7% | -2.0% | -1.8% |
| 1Y | -1.8% | -0.2% | -1.6% | -1.4% |
| 3Y | +65.5% | +9.6% | +55.8% | +47.7% |
| All | +56.0% | +2.5% | +53.5% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling