+528.8%
RTX vs MUB
+78.3%
+450.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -5.1% | +0.7% | -5.8% | -5.5% |
| 30D | +5.1% | +4.4% | +0.8% | +2.8% |
| 3M | -14.8% | -0.2% | -14.7% | -14.8% |
| 6M | +8.0% | -0.6% | +8.6% | +8.4% |
| YTD | +4.5% | +0.3% | +4.1% | +4.3% |
| 1Y | +9.8% | +0.8% | +9.1% | +9.4% |
| 3Y | +144.2% | +12.0% | +132.2% | +129.9% |
| 5Y | +131.4% | +3.4% | +128.0% | +126.8% |
| 10Y | +273.3% | +20.7% | +252.6% | +252.9% |
| All | +528.8% | +78.3% | +450.5% | +466.1% |
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 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