+546.6%
RMBS vs MUB
+16.7%
+529.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -1.6% |
| 7D | +1.2% | -1.2% | +2.4% | +3.0% |
| 30D | -11.5% | -2.8% | -8.7% | -7.8% |
| 3M | -38.2% | -3.1% | -35.2% | -35.4% |
| 6M | -4.8% | -2.9% | -1.9% | -0.3% |
| YTD | -7.1% | -2.0% | -5.1% | -3.7% |
| 1Y | +10.7% | 0.0% | +10.7% | +11.8% |
| 3Y | +54.5% | +7.4% | +47.1% | +40.5% |
| 5Y | +261.7% | +0.8% | +260.9% | +258.4% |
| All | +546.6% | +16.7% | +529.9% | +546.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling