+2,538.2%
MUU vs ITW
+9.0%
+2,529.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +13.9% | -0.4% | +14.4% | +14.4% |
| 30D | +24.8% | -9.4% | +34.2% | +39.9% |
| 3M | -15.7% | +7.1% | -22.8% | -27.0% |
| 6M | +338.9% | -1.9% | +340.7% | +327.3% |
| YTD | +563.2% | +10.4% | +552.7% | +421.1% |
| 1Y | +2,577.5% | +3.3% | +2,574.2% | +2,235.1% |
| All | +2,538.2% | +9.0% | +2,529.3% | +1,920.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling