+2,981.5%
MUU vs RY
+46.1%
+2,935.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +12.7% |
| 7D | +17.4% | +3.1% | +14.3% | +11.6% |
| 30D | +24.0% | -0.3% | +24.3% | +25.3% |
| 3M | -23.9% | +8.7% | -32.6% | -30.4% |
| 6M | +284.4% | +28.5% | +255.9% | +167.7% |
| YTD | +583.7% | +25.1% | +558.6% | +380.0% |
| 1Y | +2,981.5% | +46.3% | +2,935.2% | +1,713.1% |
| All | +2,981.5% | +46.1% | +2,935.4% | +1,713.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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