+211.0%
RSP vs MUB
+21.8%
+189.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +2.4% | -1.3% | +3.6% | +3.8% |
| 30D | +4.3% | +2.2% | +2.1% | +1.9% |
| 3M | -0.3% | -1.6% | +1.3% | +1.5% |
| 6M | +9.8% | -1.3% | +11.1% | +11.4% |
| YTD | +16.8% | -0.7% | +17.5% | +17.8% |
| 1Y | +19.5% | -0.2% | +19.7% | +19.9% |
| 3Y | +65.1% | +9.6% | +55.5% | +49.4% |
| 5Y | +48.7% | +2.6% | +46.2% | +44.3% |
| All | +211.0% | +21.8% | +189.1% | +204.3% |
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