+2,423.9%
MUU vs IBN
-0.4%
+2,424.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -8.9% |
| 7D | +3.6% | -5.5% | +9.0% | +7.3% |
| 30D | +22.3% | -3.4% | +25.7% | +25.1% |
| 3M | -8.2% | +8.7% | -16.9% | -12.3% |
| 6M | +256.3% | +3.7% | +252.6% | +248.0% |
| YTD | +534.4% | -2.4% | +536.8% | +543.1% |
| 1Y | +2,163.5% | -8.1% | +2,171.6% | +2,222.2% |
| All | +2,423.9% | -0.4% | +2,424.2% | +2,363.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling