+504.3%
MUU vs ROIV
+97.8%
+406.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.1% | -20.1% | -16.2% |
| 7D | -35.9% | +3.0% | -38.9% | -36.7% |
| 30D | -47.1% | +6.8% | -54.0% | -48.6% |
| 3M | -29.8% | +10.5% | -40.4% | -34.2% |
| 6M | +16.0% | +34.8% | -18.8% | +4.2% |
| YTD | +286.1% | +76.2% | +209.9% | +240.6% |
| 1Y | +504.3% | +92.4% | +411.9% | +399.2% |
| All | +504.3% | +97.8% | +406.5% | +399.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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