+518.2%
RSP vs MUB
+77.8%
+440.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.0% | +0.7% | -1.7% | -1.4% |
| 30D | +2.6% | +4.4% | -1.8% | +0.4% |
| 3M | -0.8% | -0.4% | -0.4% | -0.6% |
| 6M | +6.3% | -0.9% | +7.2% | +6.8% |
| YTD | +14.1% | +0.1% | +14.1% | +14.1% |
| 1Y | +18.0% | +0.5% | +17.5% | +17.8% |
| 3Y | +61.0% | +11.7% | +49.3% | +52.9% |
| 5Y | +45.6% | +3.2% | +42.4% | +42.7% |
| 10Y | +220.2% | +20.3% | +199.8% | +204.6% |
| All | +518.2% | +77.8% | +440.4% | +424.6% |
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