+2,163.5%
MUU vs RGEN
+39.1%
+2,124.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.2% |
| 7D | +3.6% | -2.9% | +6.5% | +5.0% |
| 30D | +22.3% | -0.1% | +22.4% | +22.4% |
| 3M | -8.2% | +25.9% | -34.1% | -21.3% |
| 6M | +256.3% | +35.2% | +221.1% | +179.2% |
| YTD | +534.4% | +0.5% | +533.9% | +578.0% |
| 1Y | +2,163.5% | +37.0% | +2,126.5% | +1,767.3% |
| All | +2,163.5% | +39.1% | +2,124.4% | +1,767.3% |
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