+2,981.5%
MUU vs RDW
+24.9%
+2,956.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +10.8% |
| 7D | +17.4% | -3.1% | +20.5% | +19.3% |
| 30D | +24.0% | -1.8% | +25.7% | +23.3% |
| 3M | -23.9% | -50.9% | +27.0% | +4.2% |
| 6M | +284.4% | +13.5% | +271.0% | +251.7% |
| YTD | +583.7% | +38.6% | +545.2% | +450.2% |
| 1Y | +2,981.5% | +28.3% | +2,953.2% | +2,331.6% |
| All | +2,981.5% | +24.9% | +2,956.6% | +2,331.6% |
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