+2,981.5%
MUU vs RSG
-3.6%
+2,985.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +7.3% |
| 7D | +17.4% | +0.3% | +17.1% | +19.3% |
| 30D | +24.0% | +7.6% | +16.4% | +67.7% |
| 3M | -23.9% | +7.4% | -31.3% | +19.8% |
| 6M | +284.4% | -3.3% | +287.7% | +413.1% |
| YTD | +583.7% | +6.0% | +577.7% | +1,080.1% |
| 1Y | +2,981.5% | -3.7% | +2,985.1% | +5,287.6% |
| All | +2,981.5% | -3.6% | +2,985.1% | +5,287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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