+2,981.5%
MUU vs IDXX
-16.0%
+2,997.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +11.5% |
| 7D | +17.4% | -3.5% | +20.9% | +17.8% |
| 30D | +24.0% | -8.4% | +32.4% | +25.1% |
| 3M | -23.9% | -5.2% | -18.7% | -24.0% |
| 6M | +284.4% | -17.5% | +301.9% | +324.1% |
| YTD | +583.7% | -20.9% | +604.6% | +676.4% |
| 1Y | +2,981.5% | -16.4% | +2,997.9% | +3,283.7% |
| All | +2,981.5% | -16.0% | +2,997.5% | +3,283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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