+2,981.5%
MUU vs ROST
+54.0%
+2,927.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.6% |
| 7D | +17.4% | +0.9% | +16.4% | +17.3% |
| 30D | +24.0% | -8.9% | +32.9% | +25.3% |
| 3M | -23.9% | -0.8% | -23.1% | -24.0% |
| 6M | +284.4% | +8.5% | +275.9% | +251.4% |
| YTD | +583.7% | +28.6% | +555.1% | +450.1% |
| 1Y | +2,981.5% | +52.3% | +2,929.1% | +2,064.2% |
| All | +2,981.5% | +54.0% | +2,927.5% | +2,064.2% |
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