+2,981.5%
MUU vs RTX
+28.8%
+2,952.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +11.7% |
| 7D | +17.4% | -5.2% | +22.5% | +18.4% |
| 30D | +24.0% | -9.4% | +33.3% | +25.8% |
| 3M | -23.9% | +12.3% | -36.2% | -30.2% |
| 6M | +284.4% | -3.1% | +287.5% | +316.8% |
| YTD | +583.7% | +10.7% | +573.0% | +573.9% |
| 1Y | +2,981.5% | +28.4% | +2,953.1% | +2,942.0% |
| All | +2,981.5% | +28.8% | +2,952.7% | +2,942.0% |
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