+2,423.9%
MUU vs RVTY
+0.5%
+2,423.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -6.9% |
| 7D | +3.6% | -7.4% | +11.0% | +12.1% |
| 30D | +22.3% | +4.5% | +17.8% | +17.3% |
| 3M | -8.2% | +19.5% | -27.7% | -24.0% |
| 6M | +256.3% | +34.1% | +222.2% | +161.0% |
| YTD | +534.4% | +25.3% | +509.2% | +378.5% |
| 1Y | +2,163.5% | +47.0% | +2,116.5% | +1,325.2% |
| All | +2,423.9% | +0.5% | +2,423.4% | +2,009.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling