+1,843.7%
MUU vs RIO
+69.4%
+1,774.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -2.3% |
| 7D | -8.2% | -3.2% | -5.0% | -1.7% |
| 30D | +10.2% | +0.9% | +9.2% | +7.1% |
| 3M | -26.5% | -1.4% | -25.1% | -23.9% |
| 6M | +227.2% | +10.9% | +216.3% | +214.5% |
| YTD | +527.4% | +31.2% | +496.2% | +361.9% |
| 1Y | +1,843.7% | +67.9% | +1,775.8% | +874.3% |
| All | +1,843.7% | +69.4% | +1,774.3% | +874.3% |
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