+2,683.6%
MUU vs IAG
+341.7%
+2,341.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +4.2% |
| 7D | +15.0% | +1.7% | +13.3% | +13.7% |
| 30D | +36.8% | +11.4% | +25.4% | +27.0% |
| 3M | -8.5% | +33.0% | -41.5% | -22.7% |
| 6M | +320.7% | -6.0% | +326.7% | +324.9% |
| YTD | +599.7% | +24.6% | +575.1% | +508.6% |
| 1Y | +2,569.2% | +105.0% | +2,464.2% | +1,779.2% |
| All | +2,683.6% | +341.7% | +2,341.9% | +1,292.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling