+2,981.5%
MUU vs RIG
+97.6%
+2,883.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.8% | +14.4% | +12.7% |
| 7D | +17.4% | +0.9% | +16.5% | +16.7% |
| 30D | +24.0% | +13.8% | +10.1% | +17.5% |
| 3M | -23.9% | -6.4% | -17.5% | -22.9% |
| 6M | +284.4% | -8.2% | +292.6% | +265.5% |
| YTD | +583.7% | +41.6% | +542.1% | +373.6% |
| 1Y | +2,981.5% | +88.7% | +2,892.8% | +1,686.1% |
| All | +2,981.5% | +97.6% | +2,883.8% | +1,686.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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