+1,083.2%
MU vs RGTI
+53.1%
+1,030.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.8% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | +12.5% | -16.2% | +28.7% | +14.5% |
| 3M | +9.6% | -22.0% | +31.6% | +12.4% |
| 6M | +142.6% | -10.8% | +153.4% | +143.4% |
| YTD | +242.7% | -31.6% | +274.2% | +250.2% |
| 1Y | +599.3% | -6.4% | +605.6% | +583.4% |
| 3Y | +1,308.3% | +665.7% | +642.6% | +932.0% |
| 5Y | +1,263.7% | +55.6% | +1,208.1% | +1,085.2% |
| All | +1,083.2% | +53.1% | +1,030.1% | +903.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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