-48.3%
MUZ vs RRX
-18.5%
-29.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -3.6% | +17.9% | +8.4% |
| 7D | +47.2% | +7.6% | +39.6% | +66.4% |
| 30D | +57.1% | +7.5% | +49.6% | +82.2% |
| 3M | -5.3% | -21.0% | +15.7% | -41.9% |
| All | -48.3% | -18.5% | -29.8% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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 · Available span rolling