+2,538.2%
MUU vs RJF
+41.3%
+2,496.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -1.8% |
| 7D | +13.9% | +1.8% | +12.2% | +11.2% |
| 30D | +24.8% | 0.0% | +24.8% | +23.4% |
| 3M | -15.7% | +18.0% | -33.7% | -37.5% |
| 6M | +338.9% | +17.0% | +321.9% | +220.9% |
| YTD | +563.2% | +11.1% | +552.0% | +414.5% |
| 1Y | +2,577.5% | +8.0% | +2,569.5% | +2,074.7% |
| All | +2,538.2% | +41.3% | +2,496.9% | +1,404.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling