+2,423.9%
MUU vs IVZ
+96.1%
+2,327.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -8.6% |
| 7D | +3.6% | -2.4% | +5.9% | +7.3% |
| 30D | +22.3% | +2.5% | +19.8% | +17.7% |
| 3M | -8.2% | +17.1% | -25.3% | -24.7% |
| 6M | +256.3% | +35.1% | +221.2% | +142.8% |
| YTD | +534.4% | +24.3% | +510.1% | +370.4% |
| 1Y | +2,163.5% | +48.7% | +2,114.8% | +1,218.2% |
| All | +2,423.9% | +96.1% | +2,327.7% | +751.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling