+17.1%
IWM vs MUU
+361.4%
-344.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +24.2% | -23.3% | -0.5% |
| 7D | -0.3% | -2.5% | +2.2% | -0.8% |
| 30D | +1.9% | -39.7% | +41.6% | +3.7% |
| 3M | -5.7% | -27.4% | +21.7% | -5.4% |
| 6M | -0.3% | -38.4% | +38.1% | -2.6% |
| YTD | +15.8% | +276.4% | -260.7% | -1.5% |
| 1Y | +17.1% | +390.7% | -373.6% | -2.9% |
| All | +17.1% | +361.4% | -344.3% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling