-45.5%
MUZ vs INIO
-57.0%
+11.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +8.3% | -21.1% | -3.2% |
| 7D | +14.0% | -9.1% | +23.1% | +12.1% |
| 30D | +57.6% | -24.7% | +82.2% | +31.9% |
| 3M | -3.1% | -45.5% | +42.4% | -54.2% |
| All | -45.5% | -57.0% | +11.5% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling