+2,569.2%
MUU vs IWD
+28.3%
+2,540.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +8.6% |
| 7D | +15.0% | -1.2% | +16.2% | +21.6% |
| 30D | +36.8% | -1.6% | +38.5% | +46.2% |
| 3M | -8.5% | +7.0% | -15.5% | -40.4% |
| 6M | +320.7% | +17.0% | +303.8% | +86.9% |
| YTD | +599.7% | +21.6% | +578.1% | +159.1% |
| 1Y | +2,569.2% | +28.0% | +2,541.2% | +669.7% |
| All | +2,569.2% | +28.3% | +2,540.8% | +669.7% |
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