+504.3%
MUU vs RGTI
-69.7%
+574.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.1% | -15.1% | -14.7% |
| 7D | -35.9% | -9.6% | -26.3% | -31.3% |
| 30D | -47.1% | -26.0% | -21.1% | -35.9% |
| 3M | -29.8% | -35.8% | +5.9% | -8.5% |
| 6M | +16.0% | -36.7% | +52.7% | +53.7% |
| YTD | +286.1% | -49.4% | +335.5% | +450.2% |
| 1Y | +504.3% | -68.1% | +572.5% | +966.3% |
| All | +504.3% | -69.7% | +574.1% | +966.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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