+50.6%
RBRK vs MUB
-2.4%
+53.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -4.4% |
| 7D | -7.5% | -0.8% | -6.7% | -3.7% |
| 30D | -10.4% | -2.4% | -8.0% | +0.8% |
| 3M | +21.3% | -2.8% | +24.1% | +39.5% |
| 6M | +50.6% | -2.2% | +52.9% | +69.5% |
| All | +50.6% | -2.4% | +53.0% | +69.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling