+1,154.3%
MUU vs IRE
-84.0%
+1,238.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.8% | +12.3% | +8.1% |
| 7D | +15.0% | +29.0% | -14.0% | +3.4% |
| 30D | +36.8% | +24.2% | +12.6% | +21.5% |
| 3M | -8.5% | -53.2% | +44.7% | +7.7% |
| 6M | +320.7% | -36.0% | +356.8% | +333.8% |
| YTD | +599.7% | -51.0% | +650.7% | +596.4% |
| All | +1,154.3% | -84.0% | +1,238.3% | +1,405.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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