+719.8%
MU vs RBA
-26.5%
+746.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.1% |
| 7D | +9.0% | -2.9% | +11.9% | +9.2% |
| 30D | +13.8% | -12.3% | +26.1% | +15.5% |
| 3M | +2.1% | -20.5% | +22.6% | +4.0% |
| 6M | +153.8% | -18.5% | +172.4% | +157.5% |
| YTD | +256.4% | -18.2% | +274.6% | +248.3% |
| 1Y | +719.8% | -27.5% | +747.3% | +756.6% |
| All | +719.8% | -26.5% | +746.3% | +756.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling