+390.7%
MUU vs IP
-4.7%
+395.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.3% | +25.5% | +24.8% |
| 7D | -2.5% | -2.8% | +0.3% | -0.2% |
| 30D | -39.7% | +9.2% | -48.9% | -42.0% |
| 3M | -27.4% | -16.1% | -11.3% | -21.2% |
| 6M | -38.4% | +9.6% | -48.0% | -42.0% |
| YTD | +276.4% | -8.8% | +285.2% | +278.7% |
| 1Y | +390.7% | -5.5% | +396.2% | +380.4% |
| All | +390.7% | -4.7% | +395.5% | +380.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling