+2,423.9%
MUU vs IT
-67.1%
+2,491.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -9.3% |
| 7D | +3.6% | -12.7% | +16.3% | +1.9% |
| 30D | +22.3% | -8.9% | +31.2% | +21.2% |
| 3M | -8.2% | +10.1% | -18.3% | -4.2% |
| 6M | +256.3% | +7.3% | +249.1% | +268.5% |
| YTD | +534.4% | -32.4% | +566.8% | +703.0% |
| 1Y | +2,163.5% | -26.6% | +2,190.1% | +2,583.0% |
| All | +2,423.9% | -67.1% | +2,491.0% | +7,573.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling