+2,423.9%
MUU vs RJF
+38.9%
+2,385.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.2% | -8.0% |
| 7D | +3.6% | -4.2% | +7.7% | +8.9% |
| 30D | +22.3% | -3.6% | +25.9% | +26.8% |
| 3M | -8.2% | +15.6% | -23.8% | -30.1% |
| 6M | +256.3% | +17.6% | +238.7% | +156.8% |
| YTD | +534.4% | +9.2% | +525.2% | +403.0% |
| 1Y | +2,163.5% | +5.5% | +2,158.0% | +1,799.4% |
| All | +2,423.9% | +38.9% | +2,385.0% | +1,370.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling