+1,000.7%
MUU vs ROIV
+239.0%
+761.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.2% | +3.0% | +4.8% |
| 7D | -42.8% | +5.3% | -48.1% | -44.2% |
| 30D | -63.6% | +11.9% | -75.5% | -66.0% |
| 3M | -48.5% | +10.7% | -59.2% | -53.6% |
| 6M | -36.9% | +34.9% | -71.8% | -50.0% |
| YTD | +176.7% | +79.2% | +97.5% | +72.2% |
| 1Y | +266.3% | +89.0% | +177.2% | +107.1% |
| All | +1,000.7% | +239.0% | +761.7% | +155.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling