+365.6%
MUU vs RMD
-3.5%
+369.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.5% | -5.0% |
| 7D | +24.7% | +2.1% | +22.6% | +26.3% |
| 30D | -35.1% | +2.1% | -37.2% | -32.9% |
| 3M | -44.3% | +6.2% | -50.5% | -39.6% |
| 6M | -44.4% | +19.4% | -63.8% | -24.9% |
| YTD | +244.9% | +0.5% | +244.4% | +364.5% |
| 1Y | +365.6% | -3.9% | +369.6% | +526.5% |
| All | +365.6% | -3.5% | +369.1% | +526.5% |
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 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