+134.2%
RBRK vs MUB
+4.8%
+129.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.9% |
| 7D | -7.5% | -0.8% | -6.7% | -6.8% |
| 30D | -10.4% | -2.4% | -8.0% | -8.6% |
| 3M | +21.3% | -2.8% | +24.1% | +24.0% |
| 6M | +50.6% | -2.2% | +52.9% | +53.4% |
| YTD | +13.3% | -1.6% | +14.9% | +15.4% |
| 1Y | +11.2% | 0.0% | +11.2% | +13.5% |
| All | +134.2% | +4.8% | +129.4% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling