+504.3%
MUU vs RGEN
+19.5%
+484.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | 0.0% | -14.0% | -14.0% |
| 7D | -35.9% | -3.5% | -32.3% | -34.7% |
| 30D | -47.1% | -6.0% | -41.2% | -45.6% |
| 3M | -29.8% | +19.0% | -48.8% | -34.7% |
| 6M | +16.0% | +50.7% | -34.7% | -7.8% |
| YTD | +286.1% | +8.8% | +277.3% | +320.2% |
| 1Y | +504.3% | +21.3% | +483.0% | +522.9% |
| All | +504.3% | +19.5% | +484.8% | +522.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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