+941.7%
IWF vs MUB
+76.3%
+865.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.5% | -0.9% | +1.4% | +1.0% |
| 30D | -0.4% | -1.4% | +1.0% | +0.4% |
| 3M | -2.6% | -2.2% | -0.5% | -1.5% |
| 6M | +9.1% | -1.9% | +11.0% | +10.3% |
| YTD | +4.5% | -0.8% | +5.3% | +5.0% |
| 1Y | +10.1% | +2.7% | +7.3% | +8.7% |
| 3Y | +77.6% | +8.6% | +69.1% | +70.4% |
| 5Y | +73.7% | +2.0% | +71.7% | +71.0% |
| 10Y | +411.5% | +17.9% | +393.6% | +387.0% |
| All | +941.7% | +76.3% | +865.4% | +776.6% |
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