+1,230.9%
RMD vs MUB
+77.6%
+1,153.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +3.1% | +0.6% | +2.5% | +2.7% |
| 30D | +1.8% | +3.4% | -1.7% | -0.3% |
| 3M | +6.7% | -0.7% | +7.4% | +7.2% |
| 6M | +13.9% | -1.0% | +14.9% | +14.6% |
| YTD | -2.0% | 0.0% | -2.0% | -2.0% |
| 1Y | -5.4% | +0.4% | -5.8% | -5.6% |
| 3Y | +67.4% | +10.5% | +56.9% | +58.8% |
| 5Y | -5.7% | +3.1% | -8.8% | -7.7% |
| 10Y | +338.4% | +22.0% | +316.3% | +318.9% |
| All | +1,230.9% | +77.6% | +1,153.3% | +1,103.9% |
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