+504.3%
MUU vs IVV
+14.7%
+489.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -24.4% |
| 7D | -35.9% | -0.7% | -35.2% | -33.5% |
| 30D | -47.1% | -1.0% | -46.1% | -42.9% |
| 3M | -29.8% | -0.3% | -29.5% | -28.1% |
| 6M | +16.0% | +7.4% | +8.7% | -12.1% |
| YTD | +286.1% | +13.4% | +272.7% | +134.3% |
| 1Y | +504.3% | +14.8% | +489.5% | +253.4% |
| All | +504.3% | +14.7% | +489.6% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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