+68.1%
RIO vs MUB
+0.3%
+67.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -2.0% |
| 7D | -3.4% | -1.2% | -2.1% | +0.3% |
| 30D | +0.6% | -2.8% | +3.3% | +9.2% |
| 3M | +2.5% | -3.1% | +5.6% | +12.7% |
| 6M | +10.8% | -2.9% | +13.7% | +19.6% |
| YTD | +30.5% | -2.0% | +32.5% | +41.5% |
| 1Y | +68.1% | 0.0% | +68.2% | +78.4% |
| All | +68.1% | +0.3% | +67.9% | +78.4% |
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