+2,538.2%
MUU vs IOT
-15.3%
+2,553.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +13.9% | +2.8% | +11.1% | +13.2% |
| 30D | +24.8% | -1.8% | +26.6% | +24.9% |
| 3M | -15.7% | +17.9% | -33.6% | -23.0% |
| 6M | +338.9% | +13.5% | +325.3% | +301.5% |
| YTD | +563.2% | +13.3% | +549.9% | +486.4% |
| 1Y | +2,577.5% | -3.3% | +2,580.8% | +2,623.4% |
| All | +2,538.2% | -15.3% | +2,553.6% | +2,945.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling