+504.3%
MUU vs RRX
+30.0%
+474.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.6% | -10.4% | -8.9% |
| 7D | -35.9% | +7.6% | -43.5% | -42.8% |
| 30D | -47.1% | +7.5% | -54.6% | -52.4% |
| 3M | -29.8% | -21.0% | -8.8% | -5.7% |
| 6M | +16.0% | -18.1% | +34.1% | +71.3% |
| YTD | +286.1% | +24.3% | +261.8% | +212.0% |
| 1Y | +504.3% | +29.3% | +475.0% | +376.8% |
| All | +504.3% | +30.0% | +474.3% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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