+2,620.0%
MUU vs IRM
+3.1%
+2,617.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.6% | +10.0% | +9.2% |
| 7D | +17.4% | -0.5% | +17.8% | +17.9% |
| 30D | +24.0% | -8.1% | +32.0% | +40.7% |
| 3M | -23.9% | -9.7% | -14.2% | -7.5% |
| 6M | +284.4% | +10.0% | +274.4% | +267.6% |
| YTD | +583.7% | +43.0% | +540.7% | +346.6% |
| 1Y | +2,981.5% | +32.7% | +2,948.8% | +2,093.6% |
| All | +2,620.0% | +3.1% | +2,617.0% | +1,928.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling