+2,981.5%
MUU vs IJH
+18.2%
+2,963.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.0% |
| 7D | +17.4% | +0.1% | +17.3% | +16.7% |
| 30D | +24.0% | -1.5% | +25.5% | +34.3% |
| 3M | -23.9% | +0.8% | -24.7% | -16.8% |
| 6M | +284.4% | +7.6% | +276.9% | +248.2% |
| YTD | +583.7% | +15.5% | +568.2% | +358.5% |
| 1Y | +2,981.5% | +16.9% | +2,964.6% | +2,045.7% |
| All | +2,981.5% | +18.2% | +2,963.3% | +2,045.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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