+1,272.2%
MUU vs IBN
+19.2%
+1,253.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.6% | -5.3% |
| 7D | +24.7% | +1.9% | +22.8% | +24.0% |
| 30D | -35.1% | +22.1% | -57.3% | -40.8% |
| 3M | -44.3% | +17.1% | -61.4% | -47.7% |
| 6M | -44.4% | +35.5% | -80.0% | -52.3% |
| YTD | +244.9% | +16.8% | +228.1% | +223.1% |
| 1Y | +365.6% | +12.4% | +353.2% | +342.1% |
| All | +1,272.2% | +19.2% | +1,253.0% | +1,137.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling