+504.3%
MUU vs RTX
+14.1%
+490.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.6% | -11.4% | -14.1% |
| 7D | -35.9% | +1.3% | -37.2% | -35.7% |
| 30D | -47.1% | +7.6% | -54.8% | -47.0% |
| 3M | -29.8% | -8.6% | -21.2% | -27.9% |
| 6M | +16.0% | +15.6% | +0.4% | -0.4% |
| YTD | +286.1% | +9.4% | +276.7% | +254.3% |
| 1Y | +504.3% | +14.7% | +489.7% | +428.8% |
| All | +504.3% | +14.1% | +490.3% | +428.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling