+1,272.2%
MUU vs IVZ
+79.0%
+1,193.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.6% | -8.7% |
| 7D | +24.7% | +7.6% | +17.1% | +11.6% |
| 30D | -35.1% | +4.3% | -39.5% | -36.7% |
| 3M | -44.3% | -9.3% | -34.9% | -33.5% |
| 6M | -44.4% | +5.2% | -49.7% | -44.6% |
| YTD | +244.9% | +13.4% | +231.5% | +204.1% |
| 1Y | +365.6% | +25.4% | +340.2% | +257.7% |
| All | +1,272.2% | +79.0% | +1,193.2% | +450.2% |
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