+1,272.2%
MUU vs RVTY
+28.4%
+1,243.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.6% | -3.5% |
| 7D | +24.7% | -0.5% | +25.1% | +25.6% |
| 30D | -35.1% | +1.5% | -36.7% | -33.4% |
| 3M | -44.3% | +31.5% | -75.7% | -56.5% |
| 6M | -44.4% | +62.7% | -107.1% | -65.3% |
| YTD | +244.9% | +60.0% | +185.0% | +108.6% |
| 1Y | +365.6% | +65.7% | +299.9% | +167.6% |
| All | +1,272.2% | +28.4% | +1,243.9% | +819.7% |
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