+504.3%
MUU vs RMD
-1.9%
+506.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -8.8% |
| 7D | -35.9% | -3.9% | -32.0% | -37.2% |
| 30D | -47.1% | +7.9% | -55.0% | -41.9% |
| 3M | -29.8% | +8.1% | -37.9% | -22.1% |
| 6M | +16.0% | +15.5% | +0.5% | +59.8% |
| YTD | +286.1% | +0.7% | +285.4% | +430.9% |
| 1Y | +504.3% | -1.4% | +505.7% | +730.3% |
| All | +504.3% | -1.9% | +506.2% | +730.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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