+1,348.1%
MUU vs RVTY
+30.6%
+1,317.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.5% |
| 7D | +43.7% | +4.1% | +39.6% | +38.3% |
| 30D | -37.2% | +1.3% | -38.5% | -35.4% |
| 3M | -36.1% | +33.3% | -69.4% | -50.9% |
| 6M | -35.7% | +58.3% | -94.0% | -59.0% |
| YTD | +264.0% | +62.7% | +201.3% | +116.1% |
| 1Y | +359.1% | +67.2% | +291.9% | +161.8% |
| All | +1,348.1% | +30.6% | +1,317.5% | +853.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling