+504.3%
MUU vs IEF
-1.9%
+506.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.5% | -14.5% | -14.8% |
| 7D | -35.9% | +0.9% | -36.7% | -37.1% |
| 30D | -47.1% | +3.1% | -50.2% | -52.1% |
| 3M | -29.8% | -1.4% | -28.5% | -25.0% |
| 6M | +16.0% | -1.6% | +17.6% | +24.9% |
| YTD | +286.1% | -2.1% | +288.2% | +326.7% |
| 1Y | +504.3% | -2.0% | +506.3% | +590.4% |
| All | +504.3% | -1.9% | +506.3% | +590.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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