+2,538.2%
MUU vs RVMD
+324.2%
+2,214.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.3% |
| 7D | +13.9% | -1.2% | +15.1% | +14.7% |
| 30D | +24.8% | +1.1% | +23.7% | +23.2% |
| 3M | -15.7% | +39.6% | -55.4% | -27.7% |
| 6M | +338.9% | +110.7% | +228.2% | +205.1% |
| YTD | +563.2% | +160.3% | +402.9% | +280.7% |
| 1Y | +2,577.5% | +404.9% | +2,172.6% | +797.0% |
| All | +2,538.2% | +324.2% | +2,214.0% | +715.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling