-54.1%
MUU vs IP
-16.6%
-37.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.0% | -30.4% | -32.8% |
| 7D | -53.2% | -5.0% | -48.3% | -52.1% |
| 30D | -64.1% | +6.5% | -70.6% | -64.7% |
| 3M | -54.1% | -18.0% | -36.0% | -53.2% |
| All | -54.1% | -16.6% | -37.5% | -53.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling