+167.1%
RTX vs MUB
+2.2%
+164.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -10.6% | -1.5% | -9.0% | -9.8% |
| 3M | +11.6% | -1.9% | +13.6% | +12.8% |
| 6M | -4.5% | -1.7% | -2.8% | -3.6% |
| YTD | +9.6% | -0.8% | +10.4% | +10.1% |
| 1Y | +30.8% | +1.5% | +29.3% | +30.1% |
| 3Y | +152.8% | +8.8% | +144.1% | +141.3% |
| 5Y | +167.1% | +2.0% | +165.1% | +140.5% |
| All | +167.1% | +2.2% | +164.9% | +140.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling