+1,843.7%
MUU vs IBKR
+46.7%
+1,796.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -4.8% |
| 7D | -8.2% | -1.3% | -6.9% | -6.1% |
| 30D | +10.2% | -0.2% | +10.4% | +9.3% |
| 3M | -26.5% | +3.0% | -29.5% | -28.4% |
| 6M | +227.2% | +33.9% | +193.4% | +123.7% |
| YTD | +527.4% | +42.5% | +484.9% | +271.8% |
| 1Y | +1,843.7% | +44.9% | +1,798.8% | +1,105.1% |
| All | +1,843.7% | +46.7% | +1,796.9% | +1,105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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