+365.6%
MUU vs IWD
+28.9%
+336.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -6.3% |
| 7D | +24.7% | +2.3% | +22.4% | +12.7% |
| 30D | -35.1% | +3.6% | -38.7% | -44.0% |
| 3M | -44.3% | +2.2% | -46.4% | -49.7% |
| 6M | -44.4% | +13.0% | -57.4% | -71.5% |
| YTD | +244.9% | +26.5% | +218.4% | +1.6% |
| 1Y | +365.6% | +30.1% | +335.5% | +21.4% |
| All | +365.6% | +28.9% | +336.7% | +21.4% |
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