+2,981.5%
MUU vs RJF
+7.8%
+2,973.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +11.7% |
| 7D | +17.4% | -0.6% | +18.0% | +17.3% |
| 30D | +24.0% | -1.3% | +25.2% | +24.2% |
| 3M | -23.9% | +18.9% | -42.8% | -28.4% |
| 6M | +284.4% | +15.0% | +269.4% | +270.0% |
| YTD | +583.7% | +12.2% | +571.5% | +565.1% |
| 1Y | +2,981.5% | +5.6% | +2,975.8% | +2,923.0% |
| All | +2,981.5% | +7.8% | +2,973.6% | +2,923.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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