+1,843.7%
MUU vs RDW
+29.5%
+1,814.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | 0.0% |
| 7D | -8.2% | +0.9% | -9.1% | -9.1% |
| 30D | +10.2% | -21.3% | +31.4% | +23.3% |
| 3M | -26.5% | -37.9% | +11.4% | -10.4% |
| 6M | +227.2% | +12.3% | +215.0% | +198.4% |
| YTD | +527.4% | +39.7% | +487.7% | +400.9% |
| 1Y | +1,843.7% | +25.7% | +1,818.0% | +1,458.7% |
| All | +1,843.7% | +29.5% | +1,814.2% | +1,458.7% |
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