+2,396.4%
MUU vs ROIV
+209.9%
+2,186.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.2% |
| 7D | +15.0% | +22.3% | -7.3% | +5.2% |
| 30D | +36.8% | +16.9% | +20.0% | +27.1% |
| 3M | -8.5% | +43.9% | -52.4% | -19.3% |
| 6M | +320.7% | +41.6% | +279.2% | +268.8% |
| YTD | +599.7% | +92.7% | +507.0% | +497.5% |
| All | +2,396.4% | +209.9% | +2,186.5% | +1,568.4% |
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