+1,272.2%
MUU vs RBA
+19.8%
+1,252.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.9% | -6.2% | -5.6% |
| 7D | +24.7% | +1.7% | +22.9% | +23.8% |
| 30D | -35.1% | +8.3% | -43.5% | -37.8% |
| 3M | -44.3% | +10.5% | -54.8% | -47.4% |
| 6M | -44.4% | -5.9% | -38.6% | -45.2% |
| YTD | +244.9% | -6.9% | +251.8% | +222.5% |
| 1Y | +365.6% | -4.9% | +370.5% | +328.0% |
| All | +1,272.2% | +19.8% | +1,252.5% | +946.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling