+1,843.7%
MUU vs RJF
+5.1%
+1,838.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -2.7% | -5.5% | -8.1% |
| 30D | +10.2% | -4.3% | +14.4% | +10.5% |
| 3M | -26.5% | +15.7% | -42.2% | -30.6% |
| 6M | +227.2% | +17.8% | +209.4% | +199.8% |
| YTD | +527.4% | +9.2% | +518.2% | +509.2% |
| 1Y | +1,843.7% | +2.8% | +1,840.9% | +1,779.5% |
| All | +1,843.7% | +5.1% | +1,838.6% | +1,779.5% |
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