+908.0%
MUU vs IP
-20.9%
+928.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.0% | -30.4% | -31.6% |
| 7D | -53.2% | -5.0% | -48.3% | -51.2% |
| 30D | -64.1% | +6.5% | -70.6% | -65.5% |
| 3M | -54.1% | -18.0% | -36.0% | -47.5% |
| 6M | -37.7% | +10.3% | -48.0% | -43.3% |
| YTD | +153.4% | -9.9% | +163.3% | +155.5% |
| 1Y | +237.5% | -1.1% | +238.5% | +211.2% |
| All | +908.0% | -20.9% | +928.9% | +1,413.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling