+531.8%
RVMD vs MUB
+8.2%
+523.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.1% |
| 7D | -0.7% | -0.7% | 0.0% | +0.5% |
| 30D | +0.3% | -2.0% | +2.3% | +3.9% |
| 3M | +38.9% | -2.5% | +41.4% | +45.4% |
| 6M | +108.1% | -2.3% | +110.5% | +117.2% |
| YTD | +160.7% | -1.3% | +162.0% | +167.8% |
| 1Y | +407.3% | +1.1% | +406.2% | +403.9% |
| All | +531.8% | +8.2% | +523.6% | +357.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling