+1,348.1%
MUU vs ROL
-21.4%
+1,369.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.9% | -4.6% |
| 7D | +43.7% | -1.7% | +45.3% | +41.3% |
| 30D | -37.2% | +18.5% | -55.8% | -26.1% |
| 3M | -36.1% | +4.3% | -40.4% | -31.1% |
| 6M | -35.7% | -27.7% | -8.0% | -41.3% |
| YTD | +264.0% | -35.8% | +299.8% | +229.2% |
| 1Y | +359.1% | -34.1% | +393.2% | +314.7% |
| All | +1,348.1% | -21.4% | +1,369.5% | +1,250.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling