+1,348.1%
MUU vs RRC
+69.6%
+1,278.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.9% |
| 7D | +43.7% | +2.5% | +41.1% | +41.4% |
| 30D | -37.2% | +21.1% | -58.4% | -43.1% |
| 3M | -36.1% | +28.4% | -64.5% | -44.8% |
| 6M | -35.7% | +26.5% | -62.2% | -46.1% |
| YTD | +264.0% | +47.0% | +217.0% | +140.0% |
| 1Y | +359.1% | +35.2% | +323.9% | +230.8% |
| All | +1,348.1% | +69.6% | +1,278.5% | +841.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling