+212.8%
RDDT vs MUB
+3.4%
+209.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +0.8% |
| 7D | +2.1% | -0.8% | +3.0% | +3.7% |
| 30D | +2.8% | -2.4% | +5.2% | +7.7% |
| 3M | -8.9% | -2.8% | -6.1% | -3.7% |
| 6M | +15.1% | -2.2% | +17.3% | +20.6% |
| YTD | -31.4% | -1.6% | -29.8% | -28.5% |
| 1Y | -39.4% | 0.0% | -39.5% | -38.1% |
| All | +212.8% | +3.4% | +209.4% | +169.0% |
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