+2,538.2%
MUU vs RGEN
+25.0%
+2,513.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.4% |
| 7D | +13.9% | -0.9% | +14.8% | +14.6% |
| 30D | +24.8% | +2.8% | +22.0% | +22.1% |
| 3M | -15.7% | +34.5% | -50.2% | -36.6% |
| 6M | +338.9% | +40.5% | +298.4% | +206.2% |
| YTD | +563.2% | +2.8% | +560.3% | +530.9% |
| 1Y | +2,577.5% | +39.6% | +2,537.9% | +1,820.4% |
| All | +2,538.2% | +25.0% | +2,513.2% | +2,028.5% |
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