+2,396.1%
MUU vs RTX
+65.5%
+2,330.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -8.2% | -1.5% | -6.7% | -7.5% |
| 30D | +10.2% | -11.0% | +21.1% | +16.8% |
| 3M | -26.5% | +7.7% | -34.2% | -33.2% |
| 6M | +227.2% | -3.9% | +231.1% | +235.1% |
| YTD | +527.4% | +9.0% | +518.5% | +474.1% |
| 1Y | +1,843.7% | +27.3% | +1,816.4% | +1,446.5% |
| All | +2,396.1% | +65.5% | +2,330.6% | +1,595.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling