+2,620.0%
MUU vs IWD
+39.9%
+2,580.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +14.8% |
| 7D | +17.4% | -0.3% | +17.6% | +18.3% |
| 30D | +24.0% | +0.6% | +23.4% | +18.2% |
| 3M | -23.9% | +7.2% | -31.1% | -44.3% |
| 6M | +284.4% | +16.2% | +268.2% | +105.5% |
| YTD | +583.7% | +23.3% | +560.4% | +186.0% |
| 1Y | +2,981.5% | +29.6% | +2,951.9% | +981.7% |
| All | +2,620.0% | +39.9% | +2,580.1% | +682.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling