+1,000.7%
MUU vs RY
+73.8%
+926.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.3% | +10.5% | +11.6% |
| 7D | -42.8% | -0.9% | -41.9% | -41.1% |
| 30D | -63.6% | +5.9% | -69.5% | -66.9% |
| 3M | -48.5% | -4.3% | -44.3% | -43.1% |
| 6M | -36.9% | +12.1% | -49.1% | -49.3% |
| YTD | +176.7% | +20.3% | +156.4% | +89.3% |
| 1Y | +266.3% | +41.0% | +225.3% | +77.0% |
| All | +1,000.7% | +73.8% | +926.8% | +187.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling