+4,271.9%
MU vs RGEN
+508.6%
+3,763.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.1% | +5.2% |
| 7D | -12.0% | +3.5% | -15.5% | -12.7% |
| 30D | -28.7% | +2.9% | -31.7% | -29.1% |
| 3M | -16.4% | +9.2% | -25.6% | -19.1% |
| 6M | -1.8% | +44.9% | -46.7% | -14.8% |
| YTD | +157.1% | +9.2% | +147.9% | +143.9% |
| 1Y | +208.5% | +25.3% | +183.2% | +179.2% |
| 3Y | +906.2% | +21.7% | +884.4% | +774.8% |
| 5Y | +893.4% | -34.5% | +927.9% | +883.9% |
| 10Y | +4,271.9% | +478.9% | +3,793.0% | +1,856.8% |
| All | +4,271.9% | +508.6% | +3,763.2% | +1,856.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling