+2,981.5%
MUU vs ROIV
+177.7%
+2,803.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +10.8% |
| 7D | +17.4% | +0.6% | +16.7% | +17.0% |
| 30D | +24.0% | +1.0% | +23.0% | +22.4% |
| 3M | -23.9% | +18.3% | -42.2% | -27.1% |
| 6M | +284.4% | +18.3% | +266.1% | +264.1% |
| YTD | +583.7% | +61.0% | +522.7% | +522.6% |
| 1Y | +2,981.5% | +177.9% | +2,803.6% | +1,829.0% |
| All | +2,981.5% | +177.7% | +2,803.8% | +1,829.0% |
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