+2,423.9%
MUU vs IJH
+22.1%
+2,401.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -5.5% |
| 7D | +3.6% | -2.5% | +6.0% | +14.7% |
| 30D | +22.3% | -5.0% | +27.4% | +51.9% |
| 3M | -8.2% | +0.5% | -8.7% | -1.0% |
| 6M | +256.3% | +8.2% | +248.1% | +214.2% |
| YTD | +534.4% | +12.4% | +522.0% | +393.3% |
| 1Y | +2,163.5% | +14.4% | +2,149.1% | +1,643.5% |
| All | +2,423.9% | +22.1% | +2,401.8% | +1,801.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling