+504.3%
MUU vs RVMD
+244.4%
+260.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.8% | -16.8% | -15.2% |
| 7D | -35.9% | +5.8% | -41.7% | -37.5% |
| 30D | -47.1% | -3.8% | -43.3% | -46.3% |
| 3M | -29.8% | +3.2% | -33.1% | -31.2% |
| 6M | +16.0% | +35.0% | -19.0% | +7.9% |
| YTD | +286.1% | +150.7% | +135.4% | +232.4% |
| 1Y | +504.3% | +241.0% | +263.4% | +219.3% |
| All | +504.3% | +244.4% | +260.0% | +219.3% |
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