+504.3%
MUU vs IFF
+44.8%
+459.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.9% | -9.1% | -13.9% |
| 7D | -35.9% | -3.3% | -32.6% | -35.8% |
| 30D | -47.1% | +5.3% | -52.4% | -47.5% |
| 3M | -29.8% | +8.9% | -38.7% | -30.6% |
| 6M | +16.0% | +26.3% | -10.3% | +11.2% |
| YTD | +286.1% | +32.2% | +253.9% | +257.2% |
| 1Y | +504.3% | +45.8% | +458.6% | +426.7% |
| All | +504.3% | +44.8% | +459.5% | +426.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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