+2,423.9%
MUU vs RMD
-4.3%
+2,428.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.2% | -9.3% |
| 7D | +3.6% | -4.2% | +7.7% | +4.7% |
| 30D | +22.3% | -2.1% | +24.4% | +23.0% |
| 3M | -8.2% | +13.8% | -22.0% | -15.9% |
| 6M | +256.3% | -10.6% | +267.0% | +306.3% |
| YTD | +534.4% | -8.1% | +542.5% | +572.4% |
| 1Y | +2,163.5% | -18.0% | +2,181.4% | +2,680.8% |
| All | +2,423.9% | -4.3% | +2,428.1% | +2,179.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling