+504.3%
MUU vs IEFA
+17.0%
+487.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.5% | -16.5% | -24.5% |
| 7D | -35.9% | +1.9% | -37.7% | -42.4% |
| 30D | -47.1% | +1.4% | -48.5% | -51.4% |
| 3M | -29.8% | -1.4% | -28.4% | -26.7% |
| 6M | +16.0% | +6.3% | +9.7% | +4.6% |
| YTD | +286.1% | +11.9% | +274.2% | +155.7% |
| 1Y | +504.3% | +17.0% | +487.4% | +212.4% |
| All | +504.3% | +17.0% | +487.3% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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