+2,683.6%
MUU vs RY
+77.6%
+2,606.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.6% | +7.6% |
| 7D | +15.0% | -0.5% | +15.5% | +15.7% |
| 30D | +36.8% | -1.9% | +38.7% | +42.6% |
| 3M | -8.5% | +5.1% | -13.6% | -16.4% |
| 6M | +320.7% | +28.2% | +292.6% | +153.3% |
| YTD | +599.7% | +22.9% | +576.8% | +354.7% |
| 1Y | +2,569.2% | +45.5% | +2,523.7% | +1,103.8% |
| All | +2,683.6% | +77.6% | +2,606.0% | +589.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling