+504.3%
MUU vs RRC
+44.7%
+459.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.5% | -10.5% | -15.8% |
| 7D | -35.9% | -6.8% | -29.1% | -38.4% |
| 30D | -47.1% | +34.7% | -81.9% | -33.5% |
| 3M | -29.8% | +31.5% | -61.4% | -12.4% |
| 6M | +16.0% | +21.8% | -5.8% | +46.4% |
| YTD | +286.1% | +48.9% | +237.2% | +391.4% |
| 1Y | +504.3% | +42.1% | +462.2% | +650.4% |
| All | +504.3% | +44.7% | +459.7% | +650.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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