+2,683.6%
MUU vs RBA
+2.4%
+2,681.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.9% |
| 7D | +15.0% | -1.9% | +16.9% | +16.4% |
| 30D | +36.8% | -13.0% | +49.8% | +48.6% |
| 3M | -8.5% | -23.1% | +14.6% | +4.1% |
| 6M | +320.7% | -22.6% | +343.3% | +372.5% |
| YTD | +599.7% | -20.4% | +620.1% | +616.1% |
| 1Y | +2,569.2% | -29.6% | +2,598.8% | +3,154.9% |
| All | +2,683.6% | +2.4% | +2,681.2% | +2,222.7% |
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