+2,620.0%
MUU vs RSP
+26.3%
+2,593.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +13.6% |
| 7D | +17.4% | -0.8% | +18.1% | +20.9% |
| 30D | +24.0% | -0.3% | +24.3% | +24.7% |
| 3M | -23.9% | +4.3% | -28.2% | -35.5% |
| 6M | +284.4% | +8.8% | +275.6% | +179.1% |
| YTD | +583.7% | +15.3% | +568.5% | +290.7% |
| 1Y | +2,981.5% | +18.3% | +2,963.2% | +1,540.8% |
| All | +2,620.0% | +26.3% | +2,593.7% | +1,208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling