+2,981.5%
MUU vs RVTY
+57.1%
+2,924.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.9% |
| 7D | +17.4% | +1.1% | +16.3% | +16.3% |
| 30D | +24.0% | +13.2% | +10.7% | +11.4% |
| 3M | -23.9% | +27.2% | -51.1% | -37.8% |
| 6M | +284.4% | +32.4% | +252.0% | +201.2% |
| YTD | +583.7% | +34.9% | +548.8% | +388.4% |
| 1Y | +2,981.5% | +52.4% | +2,929.1% | +1,735.6% |
| All | +2,981.5% | +57.1% | +2,924.4% | +1,735.6% |
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