+719.8%
MU vs IJR
+25.5%
+694.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +5.4% |
| 7D | +9.0% | -0.2% | +9.1% | +9.3% |
| 30D | +13.8% | -2.4% | +16.2% | +19.5% |
| 3M | +2.1% | +3.9% | -1.9% | -2.9% |
| 6M | +153.8% | +12.4% | +141.4% | +115.1% |
| YTD | +256.4% | +21.5% | +234.9% | +162.0% |
| 1Y | +719.8% | +24.0% | +695.8% | +491.3% |
| All | +719.8% | +25.5% | +694.3% | +491.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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