+950.8%
MU vs RBA
+63.1%
+887.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.8% |
| 7D | +12.8% | +1.7% | +11.1% | +12.3% |
| 30D | -14.9% | +8.3% | -23.2% | -16.8% |
| 3M | -18.0% | +10.5% | -28.6% | -20.5% |
| 6M | -3.1% | -5.9% | +2.7% | -2.8% |
| YTD | +172.9% | -6.9% | +179.8% | +170.2% |
| 1Y | +228.8% | -4.9% | +233.7% | +222.6% |
| 3Y | +950.8% | +64.5% | +886.4% | +771.6% |
| All | +950.8% | +63.1% | +887.7% | +771.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling