+2,981.5%
MUU vs IWD
+30.5%
+2,951.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +15.2% |
| 7D | +17.4% | -0.3% | +17.6% | +18.4% |
| 30D | +24.0% | +0.6% | +23.4% | +16.9% |
| 3M | -23.9% | +7.2% | -31.1% | -48.9% |
| 6M | +284.4% | +16.2% | +268.2% | +78.8% |
| YTD | +583.7% | +23.3% | +560.4% | +137.9% |
| 1Y | +2,981.5% | +29.6% | +2,951.9% | +770.3% |
| All | +2,981.5% | +30.5% | +2,951.0% | +770.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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