+7.9%
MUB vs RRC
+29.5%
-21.6%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | -0.8% | -1.8% | +1.0% | -0.8% |
| 30D | -2.4% | +2.7% | -5.0% | -2.4% |
| 3M | -2.8% | +8.8% | -11.7% | -2.8% |
| 6M | -2.2% | -1.2% | -1.0% | -2.2% |
| YTD | -1.6% | +17.6% | -19.2% | -1.6% |
| 1Y | 0.0% | +18.4% | -18.4% | 0.0% |
| 3Y | +7.9% | +33.1% | -25.2% | +7.7% |
| All | +7.9% | +29.5% | -21.6% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling