+99.6%
RIO vs MUB
+2.2%
+97.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -0.3% | +2.2% | +2.3% |
| 30D | +5.0% | -1.5% | +6.5% | +6.8% |
| 3M | +5.1% | -1.9% | +7.1% | +7.5% |
| 6M | +17.6% | -1.7% | +19.3% | +20.0% |
| YTD | +36.3% | -0.8% | +37.1% | +37.9% |
| 1Y | +71.2% | +1.5% | +69.7% | +69.6% |
| 3Y | +102.7% | +8.8% | +93.9% | +88.7% |
| 5Y | +99.6% | +2.0% | +97.6% | +71.3% |
| All | +99.6% | +2.2% | +97.4% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling