+2,620.0%
MUU vs IBM
+5.4%
+2,614.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.6% |
| 7D | +17.4% | -0.3% | +17.7% | +17.5% |
| 30D | +24.0% | +0.3% | +23.7% | +23.7% |
| 3M | -23.9% | -21.6% | -2.3% | -18.5% |
| 6M | +284.4% | -4.7% | +289.1% | +255.3% |
| YTD | +583.7% | -19.1% | +602.8% | +623.0% |
| 1Y | +2,981.5% | -2.5% | +2,984.0% | +2,564.0% |
| All | +2,620.0% | +5.4% | +2,614.6% | +1,980.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling