+2,981.5%
MUU vs IBM
-1.8%
+2,983.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.6% |
| 7D | +17.4% | -0.3% | +17.7% | +17.3% |
| 30D | +24.0% | +0.3% | +23.7% | +24.1% |
| 3M | -23.9% | -21.6% | -2.3% | -19.6% |
| 6M | +284.4% | -4.7% | +289.1% | +284.2% |
| YTD | +583.7% | -19.1% | +602.8% | +667.3% |
| 1Y | +2,981.5% | -2.5% | +2,984.0% | +3,869.1% |
| All | +2,981.5% | -1.8% | +2,983.3% | +3,869.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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