+1,843.7%
MUU vs RVTY
+50.6%
+1,793.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -3.6% |
| 7D | -8.2% | -4.5% | -3.7% | -4.4% |
| 30D | +10.2% | +5.5% | +4.7% | +5.3% |
| 3M | -26.5% | +22.5% | -49.0% | -38.6% |
| 6M | +227.2% | +38.9% | +188.3% | +147.6% |
| YTD | +527.4% | +28.7% | +498.7% | +366.1% |
| 1Y | +1,843.7% | +45.5% | +1,798.2% | +1,066.5% |
| All | +1,843.7% | +50.6% | +1,793.1% | +1,066.5% |
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