+1,272.2%
MUU vs RSP
+28.0%
+1,244.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -6.0% |
| 7D | +24.7% | +2.4% | +22.3% | +14.8% |
| 30D | -35.1% | +4.3% | -39.4% | -43.7% |
| 3M | -44.3% | -0.3% | -43.9% | -42.8% |
| 6M | -44.4% | +9.8% | -54.2% | -61.1% |
| YTD | +244.9% | +16.8% | +228.1% | +90.5% |
| 1Y | +365.6% | +19.5% | +346.1% | +138.7% |
| All | +1,272.2% | +28.0% | +1,244.2% | +538.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling