+2,981.5%
MUU vs IWF
+10.9%
+2,970.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.7% |
| 7D | +17.4% | +0.5% | +16.8% | +14.4% |
| 30D | +24.0% | -0.4% | +24.3% | +27.2% |
| 3M | -23.9% | -2.6% | -21.3% | -2.2% |
| 6M | +284.4% | +9.1% | +275.3% | +228.5% |
| YTD | +583.7% | +4.5% | +579.2% | +636.0% |
| 1Y | +2,981.5% | +10.1% | +2,971.4% | +2,998.1% |
| All | +2,981.5% | +10.9% | +2,970.6% | +2,998.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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