+2,396.1%
MUU vs RSG
+10.7%
+2,385.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | +0.3% |
| 7D | -8.2% | 0.0% | -8.2% | -8.4% |
| 30D | +10.2% | +4.0% | +6.2% | +18.9% |
| 3M | -26.5% | +7.4% | -33.9% | -11.6% |
| 6M | +227.2% | +0.1% | +227.1% | +300.9% |
| YTD | +527.4% | +6.0% | +521.4% | +675.9% |
| 1Y | +1,843.7% | -3.0% | +1,846.6% | +2,413.2% |
| All | +2,396.1% | +10.7% | +2,385.4% | +2,361.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling