+2,396.1%
MUU vs IFF
-14.7%
+2,410.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -8.2% | -3.2% | -5.1% | -6.8% |
| 30D | +10.2% | -0.3% | +10.5% | +10.0% |
| 3M | -26.5% | +8.4% | -34.9% | -31.9% |
| 6M | +227.2% | +23.0% | +204.2% | +177.2% |
| YTD | +527.4% | +25.5% | +502.0% | +402.4% |
| 1Y | +1,843.7% | +29.1% | +1,814.6% | +1,401.5% |
| All | +2,396.1% | -14.7% | +2,410.8% | +1,727.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling