+75.9%
MUB vs RRC
+39.5%
+36.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.1% |
| 7D | +0.7% | -10.8% | +11.5% | +0.7% |
| 30D | +4.4% | +22.3% | -18.0% | +4.4% |
| 3M | -0.2% | +26.6% | -26.8% | -0.1% |
| 6M | -0.6% | +18.9% | -19.5% | -0.6% |
| YTD | +0.3% | +39.2% | -38.9% | +0.4% |
| 1Y | +0.8% | +34.0% | -33.2% | +0.8% |
| 3Y | +12.0% | +42.0% | -30.0% | +12.0% |
| 5Y | +3.4% | +111.9% | -108.4% | +3.5% |
| 10Y | +20.7% | +62.8% | -42.1% | +20.7% |
| All | +75.9% | +39.5% | +36.4% | +75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling