+1,865.3%
MUU vs IAG
+84.7%
+1,780.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.2% | -7.1% | -7.6% |
| 7D | +3.6% | -4.1% | +7.6% | +7.1% |
| 30D | +22.3% | +10.6% | +11.7% | +11.6% |
| 3M | -8.2% | +35.4% | -43.6% | -27.9% |
| 6M | +256.3% | -9.5% | +265.9% | +261.9% |
| YTD | +534.4% | +21.8% | +512.6% | +417.8% |
| All | +1,865.3% | +84.7% | +1,780.7% | +977.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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