+504.3%
MUU vs IGV
-8.7%
+513.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.9% | -14.9% | -14.4% |
| 7D | -35.9% | -7.5% | -28.4% | -33.2% |
| 30D | -47.1% | -5.6% | -41.5% | -45.2% |
| 3M | -29.8% | +1.5% | -31.4% | -29.7% |
| 6M | +16.0% | +17.1% | -1.1% | +10.6% |
| YTD | +286.1% | -2.0% | +288.1% | +502.1% |
| 1Y | +504.3% | -7.5% | +511.8% | +1,151.2% |
| All | +504.3% | -8.7% | +513.0% | +1,151.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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