+1,272.2%
MUU vs IWF
+22.6%
+1,249.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.1% | -0.7% |
| 7D | +24.7% | +2.8% | +21.9% | +13.9% |
| 30D | -35.1% | -7.5% | -27.6% | -0.5% |
| 3M | -44.3% | -8.5% | -35.8% | -9.6% |
| 6M | -44.4% | -7.4% | -37.0% | -2.1% |
| YTD | +244.9% | -2.6% | +247.6% | +438.1% |
| 1Y | +365.6% | -1.8% | +367.5% | +638.9% |
| All | +1,272.2% | +22.6% | +1,249.6% | +1,253.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling