+2,981.5%
MUU vs IBN
-4.0%
+2,985.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +12.1% |
| 7D | +17.4% | +1.4% | +16.0% | +16.3% |
| 30D | +24.0% | -0.3% | +24.3% | +24.2% |
| 3M | -23.9% | +17.1% | -41.0% | -30.2% |
| 6M | +284.4% | +3.4% | +281.0% | +275.2% |
| YTD | +583.7% | +2.5% | +581.2% | +570.3% |
| 1Y | +2,981.5% | -4.2% | +2,985.6% | +3,079.7% |
| All | +2,981.5% | -4.0% | +2,985.5% | +3,079.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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