+1,138.0%
MUU vs RBA
+20.5%
+1,117.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.4% | +10.1% | +11.5% |
| 7D | -27.2% | +2.5% | -29.7% | -27.9% |
| 30D | -54.0% | +11.6% | -65.6% | -56.6% |
| 3M | -41.4% | +1.5% | -42.9% | -41.6% |
| 6M | -42.5% | -6.6% | -35.8% | -42.5% |
| YTD | +211.2% | -6.3% | +217.5% | +190.4% |
| 1Y | +313.4% | -4.0% | +317.3% | +278.5% |
| All | +1,138.0% | +20.5% | +1,117.5% | +841.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling