+414.2%
MUU vs IDXX
-3.6%
+417.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.9% | -17.9% | -12.4% |
| 7D | -35.9% | +24.1% | -60.0% | -29.2% |
| 30D | -47.1% | +32.5% | -79.7% | -40.6% |
| 3M | -29.8% | +18.8% | -48.6% | -21.9% |
| 6M | +16.0% | +24.0% | -8.0% | +28.9% |
| YTD | +286.1% | +3.3% | +282.8% | +403.1% |
| All | +414.2% | -3.6% | +417.8% | +615.3% |
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