+1,272.2%
MUU vs RKT
-15.5%
+1,287.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +24.7% | -9.0% | +33.6% | +28.2% |
| 30D | -35.1% | +30.2% | -65.3% | -41.5% |
| 3M | -44.3% | -8.8% | -35.4% | -43.3% |
| 6M | -44.4% | -0.9% | -43.5% | -45.7% |
| YTD | +244.9% | -29.2% | +274.1% | +264.6% |
| 1Y | +365.6% | -20.1% | +385.7% | +376.8% |
| All | +1,272.2% | -15.5% | +1,287.7% | +1,209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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