+30.8%
RIO vs MUB
+0.1%
+30.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +2.7% |
| 7D | -1.6% | +0.6% | -2.2% | -2.8% |
| 30D | -11.6% | +3.2% | -14.8% | -17.8% |
| 3M | -12.7% | -1.1% | -11.7% | -7.2% |
| 6M | -12.4% | -1.1% | -11.3% | -6.1% |
| YTD | +11.0% | -0.5% | +11.5% | +18.6% |
| 1Y | +30.8% | 0.0% | +30.9% | +39.5% |
| All | +30.8% | +0.1% | +30.8% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling