+2,163.5%
MUU vs IRM
+20.9%
+2,142.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.0% | -7.3% | -6.5% |
| 7D | +3.6% | -1.8% | +5.4% | +6.6% |
| 30D | +22.3% | -7.8% | +30.1% | +37.9% |
| 3M | -8.2% | -7.9% | -0.4% | +6.8% |
| 6M | +256.3% | +6.3% | +250.0% | +282.0% |
| YTD | +534.4% | +38.2% | +496.3% | +436.2% |
| 1Y | +2,163.5% | +19.8% | +2,143.7% | +2,101.2% |
| All | +2,163.5% | +20.9% | +2,142.6% | +2,101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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