+2,538.2%
MUU vs ROL
-27.9%
+2,566.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -5.0% |
| 7D | +13.9% | -3.4% | +17.3% | +10.8% |
| 30D | +24.8% | -6.9% | +31.7% | +18.5% |
| 3M | -15.7% | -24.6% | +8.9% | -28.8% |
| 6M | +338.9% | -39.5% | +378.4% | +256.6% |
| YTD | +563.2% | -41.1% | +604.3% | +439.2% |
| 1Y | +2,577.5% | -37.9% | +2,615.4% | +2,074.7% |
| All | +2,538.2% | -27.9% | +2,566.1% | +2,111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling