-52.2%
MUU vs INIO
-54.0%
+1.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +9.7% | +14.5% | +12.8% |
| 7D | -2.5% | +2.4% | -4.9% | -0.5% |
| 30D | -39.7% | -18.9% | -20.9% | -21.8% |
| 3M | -27.4% | -45.0% | +17.6% | +53.8% |
| All | -52.2% | -54.0% | +1.9% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 6mo: compounded portfolio wealth divided by compounded INIO 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…
6mo analysis · Full analysis span regression · Available span rolling