+208.6%
RSP vs MUB
+21.1%
+187.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -1.0% | +0.7% | -1.7% | -1.8% |
| 30D | +2.6% | +4.4% | -1.8% | -2.0% |
| 3M | -0.8% | -0.2% | -0.6% | -0.6% |
| 6M | +6.3% | -0.6% | +6.9% | +7.0% |
| YTD | +14.1% | +0.3% | +13.8% | +13.8% |
| 1Y | +18.0% | +0.8% | +17.2% | +17.2% |
| 3Y | +61.0% | +12.0% | +49.0% | +42.6% |
| 5Y | +45.6% | +3.4% | +42.1% | +40.0% |
| All | +208.6% | +21.1% | +187.4% | +202.7% |
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