+2,163.5%
MUU vs RVTY
+43.1%
+2,120.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -7.2% |
| 7D | +3.6% | -7.4% | +11.0% | +11.1% |
| 30D | +22.3% | +4.5% | +17.8% | +18.0% |
| 3M | -8.2% | +19.5% | -27.7% | -21.9% |
| 6M | +256.3% | +34.1% | +222.2% | +175.1% |
| YTD | +534.4% | +25.3% | +509.2% | +377.9% |
| 1Y | +2,163.5% | +47.0% | +2,116.5% | +1,155.4% |
| All | +2,163.5% | +43.1% | +2,120.4% | +1,155.4% |
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