+1,397.6%
MUU vs RVTY
+31.6%
+1,366.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.5% | +24.7% | +24.7% |
| 7D | -2.5% | -0.7% | -1.8% | +1.0% |
| 30D | -39.7% | +1.7% | -41.5% | -38.3% |
| 3M | -27.4% | +36.8% | -64.2% | -45.7% |
| 6M | -38.4% | +60.1% | -98.5% | -61.2% |
| YTD | +276.4% | +64.0% | +212.5% | +121.6% |
| 1Y | +390.7% | +68.2% | +322.5% | +178.1% |
| All | +1,397.6% | +31.6% | +1,366.0% | +877.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling