+504.3%
MUU vs RVTY
+74.0%
+430.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.5% | -11.5% | -12.2% |
| 7D | -35.9% | -3.6% | -32.3% | -33.8% |
| 30D | -47.1% | +1.4% | -48.5% | -47.0% |
| 3M | -29.8% | +43.2% | -73.0% | -45.0% |
| 6M | +16.0% | +84.5% | -68.5% | -22.2% |
| YTD | +286.1% | +65.2% | +220.9% | +157.4% |
| 1Y | +504.3% | +74.3% | +430.0% | +316.3% |
| All | +504.3% | +74.0% | +430.3% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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