+359.1%
MUU vs IRE
-97.7%
+456.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -13.5% | +10.2% | +2.3% |
| 7D | +43.7% | +11.1% | +32.5% | +33.5% |
| 30D | -37.2% | -75.2% | +37.9% | +5.3% |
| 3M | -36.1% | -86.4% | +50.3% | +29.4% |
| 6M | -35.7% | -94.8% | +59.1% | +70.5% |
| YTD | +264.0% | -93.3% | +357.3% | +662.1% |
| 1Y | +359.1% | -97.5% | +456.6% | +984.3% |
| All | +359.1% | -97.7% | +456.8% | +984.3% |
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