+2,396.1%
MUU vs IEF
+2.3%
+2,393.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -8.2% | -1.3% | -6.9% | -8.4% |
| 30D | +10.2% | -1.7% | +11.9% | +9.8% |
| 3M | -26.5% | -2.5% | -24.0% | -26.9% |
| 6M | +227.2% | -3.3% | +230.5% | +215.9% |
| YTD | +527.4% | -2.8% | +530.2% | +513.7% |
| 1Y | +1,843.7% | -2.7% | +1,846.4% | +1,810.9% |
| All | +2,396.1% | +2.3% | +2,393.8% | +2,321.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling