+2,396.1%
MUU vs ROP
-27.7%
+2,423.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -4.6% | -3.6% | -10.1% |
| 30D | +10.2% | -1.7% | +11.9% | +9.6% |
| 3M | -26.5% | +17.1% | -43.6% | -26.8% |
| 6M | +227.2% | +10.9% | +216.4% | +229.8% |
| YTD | +527.4% | -12.1% | +539.5% | +712.1% |
| 1Y | +1,843.7% | -24.2% | +1,867.9% | +3,095.3% |
| All | +2,396.1% | -27.7% | +2,423.8% | +4,655.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 10y: compounded portfolio wealth divided by compounded ROP 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…
10y analysis · Full analysis span regression · 6 months rolling