+23.3%
MUB vs RRC
+71.8%
-48.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.8% |
| 7D | -0.8% | +2.5% | -3.4% | -0.8% |
| 30D | +2.4% | +21.1% | -18.7% | +2.4% |
| 3M | -1.1% | +28.4% | -29.5% | -1.1% |
| 6M | -1.0% | +26.5% | -27.5% | -1.0% |
| YTD | -0.3% | +47.0% | -47.3% | -0.3% |
| 1Y | 0.0% | +35.2% | -35.2% | 0.0% |
| 3Y | +10.2% | +61.0% | -50.8% | +10.2% |
| 5Y | +2.9% | +133.6% | -130.7% | +3.0% |
| All | +23.3% | +71.8% | -48.6% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling