+1,106.1%
MUU vs ROIV
+259.1%
+847.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -3.5% |
| 7D | -32.5% | +14.3% | -46.8% | -37.9% |
| 30D | -55.2% | +16.2% | -71.5% | -59.2% |
| 3M | -40.7% | +15.1% | -55.8% | -47.8% |
| 6M | -43.9% | +44.2% | -88.2% | -57.7% |
| YTD | +203.2% | +89.8% | +113.3% | +81.4% |
| 1Y | +257.0% | +94.6% | +162.4% | +100.7% |
| All | +1,106.1% | +259.1% | +847.0% | +169.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling