+1,138.0%
MUU vs IP
-17.9%
+1,156.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.9% | +9.6% | +10.5% |
| 7D | -27.2% | -3.0% | -24.1% | -24.8% |
| 30D | -54.0% | +10.6% | -64.7% | -56.9% |
| 3M | -41.4% | -13.6% | -27.9% | -35.3% |
| 6M | -42.5% | +10.4% | -52.9% | -47.6% |
| YTD | +211.2% | -6.5% | +217.7% | +206.5% |
| 1Y | +313.4% | -2.1% | +315.5% | +289.7% |
| All | +1,138.0% | -17.9% | +1,156.0% | +1,715.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling