+1,843.7%
MUU vs RIG
+77.2%
+1,766.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.4% |
| 7D | -8.2% | -3.1% | -5.2% | -7.2% |
| 30D | +10.2% | -0.5% | +10.7% | +10.4% |
| 3M | -26.5% | -6.0% | -20.5% | -25.9% |
| 6M | +227.2% | -10.1% | +237.4% | +211.6% |
| YTD | +527.4% | +37.3% | +490.1% | +334.9% |
| 1Y | +1,843.7% | +73.9% | +1,769.7% | +1,049.1% |
| All | +1,843.7% | +77.2% | +1,766.5% | +1,049.1% |
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