-44.4%
MUU vs IGV
+13.9%
-58.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -5.1% |
| 7D | +24.7% | +2.3% | +22.3% | +23.3% |
| 30D | -35.1% | -6.0% | -29.1% | -31.9% |
| 3M | -44.3% | -4.8% | -39.5% | -40.8% |
| 6M | -44.4% | +14.2% | -58.7% | -39.8% |
| All | -44.4% | +13.9% | -58.4% | -39.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling