+504.3%
MUU vs IJH
+17.8%
+486.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.6% | -14.6% | -16.9% |
| 7D | -35.9% | +1.7% | -37.5% | -41.6% |
| 30D | -47.1% | +1.2% | -48.4% | -50.8% |
| 3M | -29.8% | -3.4% | -26.4% | -16.6% |
| 6M | +16.0% | +3.7% | +12.3% | +18.6% |
| YTD | +286.1% | +13.9% | +272.2% | +168.8% |
| 1Y | +504.3% | +17.4% | +486.9% | +286.3% |
| All | +504.3% | +17.8% | +486.5% | +286.3% |
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