+496.2%
RVMD vs MUB
+6.7%
+489.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.8% |
| 7D | -10.4% | -1.3% | -9.1% | -8.7% |
| 30D | -11.0% | +2.2% | -13.1% | -13.8% |
| 3M | -14.7% | -1.6% | -13.1% | -12.7% |
| 6M | +14.9% | -1.3% | +16.2% | +17.1% |
| YTD | +116.3% | -0.7% | +117.0% | +118.8% |
| 1Y | +167.6% | -0.2% | +167.8% | +169.0% |
| 3Y | +776.8% | +9.6% | +767.2% | +662.7% |
| 5Y | +424.8% | +2.6% | +422.2% | +394.4% |
| All | +496.2% | +6.7% | +489.5% | +495.4% |
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