+4,271.9%
MU vs IWD
+212.1%
+4,059.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.2% | +3.2% |
| 7D | -12.0% | +1.3% | -13.3% | -13.4% |
| 30D | -28.7% | +3.6% | -32.3% | -32.2% |
| 3M | -16.4% | +2.3% | -18.8% | -19.4% |
| 6M | -1.8% | +13.0% | -14.8% | -17.6% |
| YTD | +157.1% | +26.2% | +130.9% | +85.7% |
| 1Y | +208.5% | +30.5% | +178.0% | +113.2% |
| 3Y | +906.2% | +86.2% | +819.9% | +340.0% |
| 5Y | +893.4% | +72.9% | +820.5% | +391.7% |
| 10Y | +4,271.9% | +205.0% | +4,066.8% | +943.7% |
| All | +4,271.9% | +212.1% | +4,059.8% | +943.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling