+391.4%
MUU vs RBA
-6.7%
+398.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.4% |
| 7D | +43.7% | -0.5% | +44.2% | +43.6% |
| 30D | -37.2% | +6.8% | -44.1% | -36.7% |
| 3M | -36.1% | +9.5% | -45.5% | -35.3% |
| 6M | -35.7% | -8.2% | -27.5% | -34.3% |
| YTD | +264.0% | -7.7% | +271.7% | +173.1% |
| All | +391.4% | -6.7% | +398.1% | +254.1% |
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 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