+420.8%
RSG vs MUB
+17.2%
+403.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.3% |
| 7D | 0.0% | -0.8% | +0.8% | +0.8% |
| 30D | +4.0% | -2.4% | +6.3% | +6.4% |
| 3M | +7.4% | -2.8% | +10.2% | +10.4% |
| 6M | +0.1% | -2.2% | +2.3% | +2.2% |
| YTD | +6.0% | -1.6% | +7.6% | +7.6% |
| 1Y | -3.0% | 0.0% | -3.0% | -3.2% |
| 3Y | +56.5% | +7.9% | +48.6% | +44.0% |
| 5Y | +90.9% | +1.2% | +89.7% | +89.4% |
| All | +420.8% | +17.2% | +403.6% | +398.8% |
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 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