+504.3%
MUU vs RIG
+43.0%
+461.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.6% | -6.4% | -11.4% |
| 7D | -35.9% | -18.8% | -17.1% | -31.2% |
| 30D | -47.1% | -1.1% | -46.0% | -46.3% |
| 3M | -29.8% | +4.4% | -34.3% | -30.1% |
| 6M | +16.0% | -20.8% | +36.8% | +16.7% |
| YTD | +286.1% | +32.0% | +254.1% | +159.9% |
| 1Y | +504.3% | +39.7% | +464.6% | +268.4% |
| All | +504.3% | +43.0% | +461.3% | +268.4% |
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