+1,138.0%
MUU vs ROIV
+254.6%
+883.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +4.6% | +7.9% | +9.2% |
| 7D | -27.2% | +13.3% | -40.5% | -32.6% |
| 30D | -54.0% | +14.8% | -68.8% | -57.7% |
| 3M | -41.4% | +11.9% | -53.4% | -47.2% |
| 6M | -42.5% | +42.4% | -84.9% | -56.1% |
| YTD | +211.2% | +87.4% | +123.8% | +87.9% |
| 1Y | +313.4% | +97.2% | +216.1% | +127.5% |
| All | +1,138.0% | +254.6% | +883.5% | +178.9% |
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