+2,538.2%
MUU vs RCL
+42.0%
+2,496.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.8% |
| 7D | +13.9% | -0.5% | +14.4% | +14.3% |
| 30D | +24.8% | -17.3% | +42.1% | +45.1% |
| 3M | -15.7% | -2.8% | -13.0% | -15.0% |
| 6M | +338.9% | -4.4% | +343.3% | +348.8% |
| YTD | +563.2% | -4.2% | +567.3% | +544.1% |
| 1Y | +2,577.5% | -23.4% | +2,600.9% | +3,092.7% |
| All | +2,538.2% | +42.0% | +2,496.3% | +1,249.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling