+2,683.6%
MUU vs IVZ
+97.1%
+2,586.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.6% |
| 7D | +15.0% | +1.2% | +13.9% | +13.1% |
| 30D | +36.8% | +1.8% | +35.0% | +32.8% |
| 3M | -8.5% | +15.7% | -24.2% | -23.7% |
| 6M | +320.7% | +36.3% | +284.4% | +183.1% |
| YTD | +599.7% | +24.9% | +574.8% | +414.7% |
| 1Y | +2,569.2% | +48.9% | +2,520.2% | +1,448.9% |
| All | +2,683.6% | +97.1% | +2,586.4% | +831.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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