+2,981.5%
MUU vs RBA
-26.5%
+3,008.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.6% |
| 7D | +17.4% | -2.9% | +20.3% | +17.8% |
| 30D | +24.0% | -12.3% | +36.3% | +27.3% |
| 3M | -23.9% | -20.5% | -3.4% | -21.5% |
| 6M | +284.4% | -18.5% | +303.0% | +293.8% |
| YTD | +583.7% | -18.2% | +601.9% | +550.1% |
| 1Y | +2,981.5% | -27.5% | +3,009.0% | +3,253.5% |
| All | +2,981.5% | -26.5% | +3,008.0% | +3,253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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 · 6 months rolling