+504.3%
MUU vs ROST
+54.7%
+449.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.1% | -20.1% | -12.9% |
| 7D | -35.9% | +7.8% | -43.6% | -34.9% |
| 30D | -47.1% | +8.6% | -55.7% | -46.4% |
| 3M | -29.8% | -1.9% | -27.9% | -28.6% |
| 6M | +16.0% | +9.1% | +6.9% | +14.6% |
| YTD | +286.1% | +37.2% | +248.8% | +207.5% |
| 1Y | +504.3% | +52.7% | +451.6% | +351.0% |
| All | +504.3% | +54.7% | +449.6% | +351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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