+1,000.7%
MUU vs IWD
+40.4%
+960.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +10.8% |
| 7D | -42.8% | -0.5% | -42.3% | -40.6% |
| 30D | -63.6% | +2.7% | -66.3% | -67.5% |
| 3M | -48.5% | +0.9% | -49.4% | -51.5% |
| 6M | -36.9% | +10.5% | -47.5% | -59.1% |
| YTD | +176.7% | +23.7% | +153.0% | +14.4% |
| 1Y | +266.3% | +28.7% | +237.5% | +30.0% |
| All | +1,000.7% | +40.4% | +960.3% | +213.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling