+2,981.5%
MUU vs RVMD
+430.6%
+2,550.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.8% |
| 7D | +17.4% | +1.0% | +16.3% | +16.7% |
| 30D | +24.0% | +6.4% | +17.5% | +19.7% |
| 3M | -23.9% | +34.9% | -58.8% | -31.1% |
| 6M | +284.4% | +107.6% | +176.9% | +210.0% |
| YTD | +583.7% | +163.7% | +420.0% | +399.5% |
| 1Y | +2,981.5% | +439.2% | +2,542.3% | +1,076.6% |
| All | +2,981.5% | +430.6% | +2,550.9% | +1,076.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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