+209.8%
RSP vs MUB
+17.4%
+192.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.4% |
| 7D | -1.8% | -0.7% | -1.1% | -1.1% |
| 30D | -2.5% | -2.0% | -0.6% | -0.4% |
| 3M | +3.0% | -2.5% | +5.5% | +5.9% |
| 6M | +8.9% | -2.3% | +11.2% | +11.8% |
| YTD | +13.0% | -1.3% | +14.3% | +14.7% |
| 1Y | +16.2% | +1.1% | +15.1% | +15.1% |
| 3Y | +52.7% | +8.2% | +44.5% | +40.4% |
| 5Y | +50.5% | +1.5% | +49.0% | +47.7% |
| 10Y | +209.8% | +17.6% | +192.3% | +206.1% |
| All | +209.8% | +17.4% | +192.4% | +206.1% |
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