+1,272.2%
MUU vs RRC
+70.8%
+1,201.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -6.0% | -5.6% |
| 7D | +24.7% | +6.4% | +18.3% | +20.4% |
| 30D | -35.1% | +23.9% | -59.0% | -42.0% |
| 3M | -44.3% | +30.2% | -74.4% | -52.3% |
| 6M | -44.4% | +26.3% | -70.7% | -53.2% |
| YTD | +244.9% | +48.1% | +196.8% | +126.5% |
| 1Y | +365.6% | +37.7% | +327.9% | +228.6% |
| All | +1,272.2% | +70.8% | +1,201.4% | +788.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling