+2,683.6%
MUU vs RRC
+37.2%
+2,646.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.7% |
| 7D | +15.0% | -1.7% | +16.8% | +16.2% |
| 30D | +36.8% | +3.6% | +33.2% | +32.9% |
| 3M | -8.5% | +8.8% | -17.3% | -17.8% |
| 6M | +320.7% | +0.8% | +319.9% | +287.6% |
| YTD | +599.7% | +19.0% | +580.7% | +418.7% |
| 1Y | +2,569.2% | +22.9% | +2,546.3% | +1,694.9% |
| All | +2,683.6% | +37.2% | +2,646.4% | +1,934.2% |
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