+2,683.6%
MUU vs RSG
+10.6%
+2,673.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +6.2% |
| 7D | +15.0% | 0.0% | +15.1% | +15.1% |
| 30D | +36.8% | +3.7% | +33.1% | +47.1% |
| 3M | -8.5% | +6.2% | -14.7% | +9.2% |
| 6M | +320.7% | -2.8% | +323.5% | +411.2% |
| YTD | +599.7% | +5.9% | +593.8% | +764.3% |
| 1Y | +2,569.2% | -1.8% | +2,570.9% | +3,314.4% |
| All | +2,683.6% | +10.6% | +2,673.0% | +2,641.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling