+4,277.4%
MU vs IWD
+203.8%
+4,073.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -15.2% | +1.6% | -16.8% | -16.9% |
| 30D | -29.5% | +3.6% | -33.1% | -33.0% |
| 3M | -15.8% | +2.0% | -17.8% | -18.4% |
| 6M | -2.9% | +13.1% | -15.9% | -18.5% |
| YTD | +154.2% | +26.2% | +128.1% | +83.6% |
| 1Y | +186.6% | +29.6% | +157.0% | +99.9% |
| 3Y | +871.5% | +84.3% | +787.2% | +330.6% |
| 5Y | +911.7% | +73.4% | +838.3% | +398.3% |
| 10Y | +4,277.4% | +202.4% | +4,074.9% | +927.9% |
| All | +4,277.4% | +203.8% | +4,073.6% | +927.9% |
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