+2,569.2%
MUU vs RCL
-24.5%
+2,593.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.4% |
| 7D | +15.0% | -2.2% | +17.2% | +16.3% |
| 30D | +36.8% | -15.7% | +52.5% | +48.8% |
| 3M | -8.5% | -8.0% | -0.5% | -4.9% |
| 6M | +320.7% | -10.1% | +330.9% | +337.6% |
| YTD | +599.7% | -5.9% | +605.6% | +613.8% |
| 1Y | +2,569.2% | -23.5% | +2,592.7% | +2,475.2% |
| All | +2,569.2% | -24.5% | +2,593.7% | +2,475.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling