+365.6%
MUU vs RTX
+12.8%
+352.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.4% | -5.3% |
| 7D | +24.7% | +4.8% | +19.9% | +23.7% |
| 30D | -35.1% | +6.5% | -41.6% | -34.8% |
| 3M | -44.3% | -9.6% | -34.6% | -42.5% |
| 6M | -44.4% | +12.3% | -56.8% | -50.1% |
| YTD | +244.9% | +9.5% | +235.5% | +213.2% |
| 1Y | +365.6% | +15.8% | +349.8% | +292.4% |
| All | +365.6% | +12.8% | +352.8% | +292.4% |
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