+2,683.6%
MUU vs RKT
-17.2%
+2,700.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.8% | +8.3% | +6.5% |
| 7D | +15.0% | -1.0% | +16.0% | +15.2% |
| 30D | +36.8% | -2.4% | +39.2% | +37.4% |
| 3M | -8.5% | +1.9% | -10.4% | -10.7% |
| 6M | +320.7% | -13.9% | +334.6% | +331.3% |
| YTD | +599.7% | -30.6% | +630.3% | +653.5% |
| 1Y | +2,569.2% | -34.4% | +2,603.5% | +2,818.4% |
| All | +2,683.6% | -17.2% | +2,700.8% | +2,607.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling