+1,348.1%
MUU vs IBM
+10.6%
+1,337.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.9% |
| 7D | +43.7% | -0.3% | +44.0% | +43.9% |
| 30D | -37.2% | +6.8% | -44.0% | -37.8% |
| 3M | -36.1% | +4.4% | -40.5% | -36.5% |
| 6M | -35.7% | +13.2% | -48.9% | -45.1% |
| YTD | +264.0% | -15.1% | +279.1% | +282.2% |
| 1Y | +359.1% | -20.2% | +379.3% | +419.6% |
| All | +1,348.1% | +10.6% | +1,337.5% | +999.5% |
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