+2,577.5%
MUU vs RY
+45.9%
+2,531.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.3% | -1.8% |
| 7D | +13.9% | +2.7% | +11.2% | +8.8% |
| 30D | +24.8% | -1.0% | +25.8% | +27.6% |
| 3M | -15.7% | +7.6% | -23.4% | -22.4% |
| 6M | +338.9% | +29.5% | +309.4% | +197.1% |
| YTD | +563.2% | +24.2% | +539.0% | +363.3% |
| 1Y | +2,577.5% | +46.4% | +2,531.1% | +1,370.4% |
| All | +2,577.5% | +45.9% | +2,531.5% | +1,370.4% |
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