+2,396.1%
MUU vs RRC
+35.6%
+2,360.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.1% |
| 7D | -8.2% | -1.8% | -6.4% | -7.2% |
| 30D | +10.2% | +2.7% | +7.5% | +7.7% |
| 3M | -26.5% | +8.8% | -35.3% | -33.6% |
| 6M | +227.2% | -1.2% | +228.4% | +206.8% |
| YTD | +527.4% | +17.6% | +509.9% | +368.5% |
| 1Y | +1,843.7% | +18.4% | +1,825.2% | +1,264.4% |
| All | +2,396.1% | +35.6% | +2,360.5% | +1,737.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling