+1,397.6%
MUU vs RCL
+81.0%
+1,316.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.4% | +25.5% | +25.2% |
| 7D | -2.5% | +0.6% | -3.1% | -1.8% |
| 30D | -39.7% | +19.4% | -59.2% | -47.7% |
| 3M | -27.4% | +9.8% | -37.2% | -33.7% |
| 6M | -38.4% | +28.6% | -67.1% | -49.9% |
| YTD | +276.4% | +22.2% | +254.3% | +197.5% |
| 1Y | +390.7% | +29.7% | +361.0% | +262.1% |
| All | +1,397.6% | +81.0% | +1,316.6% | +523.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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