+2,538.2%
MUU vs INDA
-13.5%
+2,551.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | +0.7% |
| 7D | +13.9% | -1.0% | +14.9% | +16.6% |
| 30D | +24.8% | -2.5% | +27.3% | +32.7% |
| 3M | -15.7% | +4.0% | -19.7% | -20.3% |
| 6M | +338.9% | -1.8% | +340.7% | +368.9% |
| YTD | +563.2% | -9.2% | +572.3% | +741.4% |
| 1Y | +2,577.5% | -7.2% | +2,584.7% | +3,105.7% |
| All | +2,538.2% | -13.5% | +2,551.8% | +3,126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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