+662.1%
MU vs RBA
-28.4%
+690.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | +7.2% | -1.1% | +8.2% | +7.3% |
| 30D | +14.0% | -13.2% | +27.2% | +15.8% |
| 3M | +5.4% | -21.4% | +26.7% | +7.4% |
| 6M | +170.3% | -20.9% | +191.1% | +175.0% |
| YTD | +250.7% | -19.9% | +270.5% | +242.8% |
| 1Y | +662.1% | -28.7% | +690.8% | +705.7% |
| All | +662.1% | -28.4% | +690.5% | +705.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling