+2,163.5%
MUU vs ROL
-38.5%
+2,202.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.4% | -9.3% |
| 7D | +3.6% | -3.2% | +6.8% | -0.8% |
| 30D | +22.3% | -6.6% | +28.9% | +12.8% |
| 3M | -8.2% | -27.3% | +19.1% | -34.4% |
| 6M | +256.3% | -38.1% | +294.4% | +137.3% |
| YTD | +534.4% | -41.8% | +576.2% | +325.3% |
| 1Y | +2,163.5% | -37.8% | +2,201.3% | +1,517.4% |
| All | +2,163.5% | -38.5% | +2,202.0% | +1,517.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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