+2,683.6%
MUU vs RVTY
+2.9%
+2,680.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.1% | +8.1% |
| 7D | +15.0% | -5.4% | +20.4% | +21.6% |
| 30D | +36.8% | +6.7% | +30.1% | +28.1% |
| 3M | -8.5% | +19.0% | -27.5% | -23.9% |
| 6M | +320.7% | +34.6% | +286.1% | +205.9% |
| YTD | +599.7% | +28.3% | +571.4% | +413.9% |
| 1Y | +2,569.2% | +46.0% | +2,523.1% | +1,588.5% |
| All | +2,683.6% | +2.9% | +2,680.6% | +2,166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling