+504.3%
MUU vs ITW
+24.0%
+480.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.4% | -16.4% | -13.4% |
| 7D | -35.9% | +6.3% | -42.2% | -35.0% |
| 30D | -47.1% | +11.1% | -58.2% | -46.5% |
| 3M | -29.8% | +0.1% | -29.9% | -27.7% |
| 6M | +16.0% | +18.1% | -2.1% | +8.1% |
| YTD | +286.1% | +21.4% | +264.7% | +273.2% |
| 1Y | +504.3% | +22.9% | +481.4% | +501.6% |
| All | +504.3% | +24.0% | +480.3% | +501.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITW.
Daily Out/Under-Performance
Portfolio return minus ITW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITW 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 ITW 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