+2,538.2%
MUU vs RTX
+66.5%
+2,471.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.5% |
| 7D | +13.9% | -3.1% | +17.0% | +15.8% |
| 30D | +24.8% | -10.6% | +35.4% | +32.0% |
| 3M | -15.7% | +11.6% | -27.4% | -25.2% |
| 6M | +338.9% | -4.5% | +343.4% | +353.0% |
| YTD | +563.2% | +9.6% | +553.6% | +505.1% |
| 1Y | +2,577.5% | +30.8% | +2,546.7% | +1,982.9% |
| All | +2,538.2% | +66.5% | +2,471.8% | +1,686.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling