+2,396.1%
MUU vs IBKR
+147.6%
+2,248.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -4.4% |
| 7D | -8.2% | -1.3% | -6.9% | -6.4% |
| 30D | +10.2% | -0.2% | +10.4% | +9.7% |
| 3M | -26.5% | +3.0% | -29.5% | -28.2% |
| 6M | +227.2% | +33.9% | +193.4% | +131.6% |
| YTD | +527.4% | +42.5% | +484.9% | +304.4% |
| 1Y | +1,843.7% | +44.9% | +1,798.8% | +1,174.3% |
| All | +2,396.1% | +147.6% | +2,248.4% | +815.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling