+504.3%
MUU vs RDW
+9.7%
+494.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.9% | -9.1% | -11.3% |
| 7D | -35.9% | -14.3% | -21.5% | -29.8% |
| 30D | -47.1% | -26.0% | -21.1% | -37.0% |
| 3M | -29.8% | -27.4% | -2.5% | -17.8% |
| 6M | +16.0% | -10.6% | +26.7% | +23.0% |
| YTD | +286.1% | +1.6% | +284.5% | +247.5% |
| 1Y | +504.3% | +11.1% | +493.2% | +425.2% |
| All | +504.3% | +9.7% | +494.7% | +425.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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