+2,981.5%
MUU vs IOT
+14.9%
+2,966.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.7% | +7.9% | +12.6% |
| 7D | +17.4% | -2.3% | +19.7% | +16.5% |
| 30D | +24.0% | +3.8% | +20.2% | +25.7% |
| 3M | -23.9% | +14.2% | -38.1% | -18.0% |
| 6M | +284.4% | +40.1% | +244.3% | +302.0% |
| YTD | +583.7% | +13.4% | +570.3% | +705.4% |
| 1Y | +2,981.5% | +12.2% | +2,969.3% | +3,780.6% |
| All | +2,981.5% | +14.9% | +2,966.6% | +3,780.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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