+2,538.2%
MUU vs IEF
+3.6%
+2,534.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +13.9% | +0.1% | +13.9% | +13.9% |
| 30D | +24.8% | -0.7% | +25.5% | +24.6% |
| 3M | -15.7% | -0.4% | -15.3% | -15.7% |
| 6M | +338.9% | -2.5% | +341.4% | +319.7% |
| YTD | +563.2% | -1.6% | +564.7% | +549.8% |
| 1Y | +2,577.5% | -1.3% | +2,578.8% | +2,544.2% |
| All | +2,538.2% | +3.6% | +2,534.6% | +2,463.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling