+566.1%
RTX vs MUB
+76.3%
+489.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -5.2% | -0.9% | -4.3% | -4.7% |
| 30D | -9.4% | -1.4% | -8.0% | -8.7% |
| 3M | +12.3% | -2.2% | +14.4% | +13.6% |
| 6M | -3.1% | -1.9% | -1.2% | -2.1% |
| YTD | +10.7% | -0.8% | +11.4% | +11.1% |
| 1Y | +28.4% | +2.7% | +25.7% | +26.7% |
| 3Y | +147.1% | +8.6% | +138.5% | +136.5% |
| 5Y | +167.2% | +2.0% | +165.2% | +163.8% |
| 10Y | +274.7% | +17.9% | +256.8% | +256.4% |
| All | +566.1% | +76.3% | +489.8% | +503.3% |
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