+2,538.2%
MUU vs IWF
+31.2%
+2,507.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -1.8% |
| 7D | +13.9% | +1.5% | +12.4% | +7.5% |
| 30D | +24.8% | -1.3% | +26.1% | +32.3% |
| 3M | -15.7% | +0.1% | -15.9% | -7.6% |
| 6M | +338.9% | +10.3% | +328.6% | +267.7% |
| YTD | +563.2% | +4.2% | +559.0% | +596.1% |
| 1Y | +2,577.5% | +9.3% | +2,568.2% | +2,486.4% |
| All | +2,538.2% | +31.2% | +2,507.0% | +1,651.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling