+504.3%
MUU vs IT
-17.9%
+522.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.5% | -15.5% | -13.1% |
| 7D | -35.9% | -5.5% | -30.4% | -37.1% |
| 30D | -47.1% | +10.3% | -57.5% | -42.6% |
| 3M | -29.8% | +11.5% | -41.4% | -21.5% |
| 6M | +16.0% | +40.3% | -24.3% | +67.8% |
| YTD | +286.1% | -17.9% | +304.0% | +449.2% |
| 1Y | +504.3% | -8.8% | +513.1% | +727.4% |
| All | +504.3% | -17.9% | +522.2% | +727.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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