+267.4%
RTX vs MUB
+21.8%
+245.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +4.8% | -1.3% | +6.0% | +6.4% |
| 30D | +6.5% | +2.2% | +4.3% | +3.7% |
| 3M | -9.6% | -1.6% | -8.0% | -7.9% |
| 6M | +12.3% | -1.3% | +13.6% | +14.0% |
| YTD | +9.5% | -0.7% | +10.1% | +10.3% |
| 1Y | +15.8% | -0.2% | +16.0% | +16.1% |
| 3Y | +157.0% | +9.6% | +147.4% | +126.9% |
| 5Y | +148.8% | +2.6% | +146.3% | +142.4% |
| All | +267.4% | +21.8% | +245.6% | +222.7% |
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