+257.0%
MUU vs RY
+41.3%
+215.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.6% | +9.0% | +8.7% |
| 7D | -32.5% | -0.6% | -31.9% | -30.4% |
| 30D | -55.2% | +6.1% | -61.4% | -57.8% |
| 3M | -40.7% | -3.4% | -37.4% | -35.7% |
| 6M | -43.9% | +12.8% | -56.7% | -48.9% |
| YTD | +203.2% | +21.0% | +182.1% | +126.3% |
| 1Y | +257.0% | +40.5% | +216.6% | +140.1% |
| All | +257.0% | +41.3% | +215.7% | +140.1% |
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