+228.8%
MU vs RCL
+25.0%
+203.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +12.8% | -1.2% | +14.0% | +13.1% |
| 30D | -14.9% | +17.8% | -32.7% | -18.4% |
| 3M | -18.0% | +4.9% | -23.0% | -18.8% |
| 6M | -3.1% | +23.7% | -26.8% | -8.5% |
| YTD | +172.9% | +17.8% | +155.1% | +156.3% |
| 1Y | +228.8% | +28.9% | +199.9% | +212.7% |
| All | +228.8% | +25.0% | +203.9% | +212.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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