+2,683.6%
MUU vs RMD
-4.1%
+2,687.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.6% |
| 7D | +15.0% | -4.7% | +19.8% | +16.5% |
| 30D | +36.8% | +0.2% | +36.6% | +36.7% |
| 3M | -8.5% | +12.0% | -20.5% | -15.0% |
| 6M | +320.7% | -12.5% | +333.3% | +390.5% |
| YTD | +599.7% | -7.9% | +607.6% | +641.3% |
| 1Y | +2,569.2% | -20.4% | +2,589.6% | +3,315.9% |
| All | +2,683.6% | -4.1% | +2,687.7% | +2,412.9% |
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