+2,981.5%
MUU vs RIO
+73.7%
+2,907.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +10.8% |
| 7D | +17.4% | 0.0% | +17.4% | +17.6% |
| 30D | +24.0% | +4.0% | +20.0% | +13.1% |
| 3M | -23.9% | +0.1% | -24.0% | -21.5% |
| 6M | +284.4% | +12.7% | +271.7% | +254.8% |
| YTD | +583.7% | +35.6% | +548.2% | +377.6% |
| 1Y | +2,981.5% | +73.7% | +2,907.8% | +1,491.4% |
| All | +2,981.5% | +73.7% | +2,907.7% | +1,491.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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