+1,128.7%
RSG vs MUB
+76.5%
+1,052.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.5% | -1.3% | +3.8% | +3.2% |
| 30D | +12.7% | +2.2% | +10.5% | +11.4% |
| 3M | +17.9% | -1.6% | +19.6% | +19.0% |
| 6M | +25.0% | -1.3% | +26.3% | +25.8% |
| YTD | +20.8% | -0.7% | +21.5% | +21.2% |
| 1Y | +24.3% | -0.2% | +24.5% | +24.3% |
| 3Y | +65.3% | +9.6% | +55.6% | +57.0% |
| 5Y | +99.1% | +2.6% | +96.5% | +95.9% |
| 10Y | +452.4% | +21.5% | +430.9% | +418.2% |
| All | +1,128.7% | +76.5% | +1,052.2% | +919.6% |
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 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