+359.1%
MUU vs RY
+39.8%
+319.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.6% |
| 7D | +43.7% | -0.5% | +44.2% | +45.1% |
| 30D | -37.2% | +4.7% | -42.0% | -39.5% |
| 3M | -36.1% | -4.5% | -31.6% | -29.2% |
| 6M | -35.7% | +12.5% | -48.3% | -41.2% |
| YTD | +264.0% | +21.1% | +242.8% | +170.9% |
| 1Y | +359.1% | +38.6% | +320.4% | +207.4% |
| All | +359.1% | +39.8% | +319.3% | +207.4% |
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