+2,538.2%
MUU vs INCY
+90.5%
+2,447.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.2% | -2.1% |
| 7D | +13.9% | -0.5% | +14.4% | +14.2% |
| 30D | +24.8% | +3.2% | +21.6% | +22.6% |
| 3M | -15.7% | +23.6% | -39.4% | -29.6% |
| 6M | +338.9% | +29.7% | +309.2% | +252.6% |
| YTD | +563.2% | +25.9% | +537.2% | +449.9% |
| 1Y | +2,577.5% | +43.7% | +2,533.8% | +1,927.9% |
| All | +2,538.2% | +90.5% | +2,447.7% | +1,389.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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