+1,348.1%
MUU vs RMD
+4.4%
+1,343.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.4% |
| 7D | +43.7% | +0.1% | +43.6% | +43.6% |
| 30D | -37.2% | +1.9% | -39.2% | -37.3% |
| 3M | -36.1% | +6.3% | -42.4% | -36.9% |
| 6M | -35.7% | +18.2% | -54.0% | -41.0% |
| YTD | +264.0% | +0.3% | +263.7% | +278.5% |
| 1Y | +359.1% | -4.3% | +363.4% | +402.2% |
| All | +1,348.1% | +4.4% | +1,343.7% | +1,183.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling