+2,683.6%
MUU vs RTX
+65.4%
+2,618.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.9% |
| 7D | +15.0% | -1.6% | +16.6% | +16.0% |
| 30D | +36.8% | -11.6% | +48.4% | +45.7% |
| 3M | -8.5% | +9.2% | -17.7% | -17.3% |
| 6M | +320.7% | -4.4% | +325.2% | +332.9% |
| YTD | +599.7% | +8.9% | +590.8% | +540.5% |
| 1Y | +2,569.2% | +32.1% | +2,537.1% | +1,954.3% |
| All | +2,683.6% | +65.4% | +2,618.2% | +1,791.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling