+2,396.1%
MUU vs RJF
+38.9%
+2,357.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -2.7% | -5.5% | -5.1% |
| 30D | +10.2% | -4.3% | +14.4% | +15.1% |
| 3M | -26.5% | +15.7% | -42.2% | -44.1% |
| 6M | +227.2% | +17.8% | +209.4% | +135.1% |
| YTD | +527.4% | +9.2% | +518.2% | +397.7% |
| 1Y | +1,843.7% | +2.8% | +1,840.9% | +1,614.8% |
| All | +2,396.1% | +38.9% | +2,357.2% | +1,355.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling