+2,538.2%
MUU vs RSP
+25.0%
+2,513.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | +1.3% |
| 7D | +13.9% | -0.4% | +14.3% | +15.6% |
| 30D | +24.8% | -1.5% | +26.3% | +32.0% |
| 3M | -15.7% | +4.8% | -20.5% | -31.3% |
| 6M | +338.9% | +10.3% | +328.6% | +199.8% |
| YTD | +563.2% | +14.1% | +549.1% | +295.6% |
| 1Y | +2,577.5% | +17.0% | +2,560.5% | +1,389.9% |
| All | +2,538.2% | +25.0% | +2,513.2% | +1,224.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling