+1,843.7%
MUU vs IT
-23.2%
+1,866.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.3% | -6.4% | +1.6% |
| 7D | -8.2% | -3.7% | -4.6% | -9.9% |
| 30D | +10.2% | +0.1% | +10.1% | +11.2% |
| 3M | -26.5% | +20.7% | -47.2% | -9.1% |
| 6M | +227.2% | +12.0% | +215.3% | +308.8% |
| YTD | +527.4% | -28.8% | +556.2% | +712.6% |
| 1Y | +1,843.7% | -25.5% | +1,869.2% | +2,454.1% |
| All | +1,843.7% | -23.2% | +1,866.9% | +2,454.1% |
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