+1,272.2%
MUU vs RGEN
+24.5%
+1,247.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -5.8% |
| 7D | +24.7% | -3.3% | +28.0% | +28.1% |
| 30D | -35.1% | -5.8% | -29.3% | -30.0% |
| 3M | -44.3% | +0.2% | -44.4% | -43.9% |
| 6M | -44.4% | +56.8% | -101.2% | -63.3% |
| YTD | +244.9% | +2.4% | +242.5% | +232.2% |
| 1Y | +365.6% | +11.4% | +354.2% | +315.8% |
| All | +1,272.2% | +24.5% | +1,247.7% | +1,020.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling