+719.8%
MU vs IWD
+30.5%
+689.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +7.9% |
| 7D | +9.0% | -0.3% | +9.2% | +9.6% |
| 30D | +13.8% | +0.6% | +13.2% | +11.1% |
| 3M | +2.1% | +7.2% | -5.1% | -17.1% |
| 6M | +153.8% | +16.2% | +137.6% | +68.9% |
| YTD | +256.4% | +23.3% | +233.1% | +104.1% |
| 1Y | +719.8% | +29.6% | +690.2% | +317.6% |
| All | +719.8% | +30.5% | +689.3% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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