+2,423.9%
MUU vs IGV
+10.8%
+2,413.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -8.4% |
| 7D | +3.6% | -5.4% | +8.9% | +11.7% |
| 30D | +22.3% | -2.6% | +24.9% | +23.9% |
| 3M | -8.2% | +10.5% | -18.7% | -27.7% |
| 6M | +256.3% | +18.2% | +238.2% | +140.1% |
| YTD | +534.4% | -4.2% | +538.6% | +576.0% |
| 1Y | +2,163.5% | -9.8% | +2,173.3% | +2,903.1% |
| All | +2,423.9% | +10.8% | +2,413.1% | +1,946.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling