+2,981.5%
MUU vs RMD
-14.6%
+2,996.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.3% |
| 7D | +17.4% | -5.0% | +22.4% | +12.4% |
| 30D | +24.0% | +2.2% | +21.7% | +26.8% |
| 3M | -23.9% | +17.8% | -41.7% | -8.6% |
| 6M | +284.4% | -11.3% | +295.8% | +391.6% |
| YTD | +583.7% | -4.4% | +588.1% | +744.4% |
| 1Y | +2,981.5% | -15.7% | +2,997.2% | +4,289.4% |
| All | +2,981.5% | -14.6% | +2,996.1% | +4,289.4% |
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