+1,198.2%
RMD vs MUB
+76.3%
+1,121.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.0% | -0.9% | -4.1% | -4.5% |
| 30D | +2.2% | -1.4% | +3.6% | +3.1% |
| 3M | +17.8% | -2.2% | +20.0% | +19.5% |
| 6M | -11.3% | -1.9% | -9.5% | -10.3% |
| YTD | -4.4% | -0.8% | -3.6% | -3.9% |
| 1Y | -15.7% | +2.7% | -18.5% | -17.0% |
| 3Y | +47.7% | +8.6% | +39.2% | +41.5% |
| 5Y | -19.2% | +2.0% | -21.3% | -20.4% |
| 10Y | +280.4% | +17.9% | +262.5% | +264.4% |
| All | +1,198.2% | +76.3% | +1,121.9% | +1,079.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling