+275.4%
RMD vs MUB
+17.4%
+258.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.3% |
| 7D | -4.7% | -0.7% | -4.0% | -3.7% |
| 30D | +0.2% | -2.0% | +2.2% | +3.2% |
| 3M | +12.0% | -2.5% | +14.5% | +16.4% |
| 6M | -12.5% | -2.3% | -10.2% | -9.4% |
| YTD | -7.9% | -1.3% | -6.6% | -6.1% |
| 1Y | -20.4% | +1.1% | -21.5% | -21.6% |
| 3Y | +53.1% | +8.2% | +44.9% | +37.1% |
| 5Y | -22.1% | +1.5% | -23.6% | -23.3% |
| 10Y | +275.4% | +17.6% | +257.9% | +254.7% |
| All | +275.4% | +17.4% | +258.0% | +254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling