+1,384.0%
MU vs RGTI
+669.7%
+714.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.6% | +6.4% | +3.2% |
| 7D | +7.5% | +2.5% | +5.0% | +7.1% |
| 30D | +19.4% | -13.7% | +33.0% | +21.3% |
| 3M | +9.8% | -22.6% | +32.4% | +13.1% |
| 6M | +164.1% | -13.4% | +177.6% | +165.7% |
| YTD | +260.3% | -31.2% | +291.5% | +269.0% |
| 1Y | +661.2% | -7.6% | +668.8% | +640.6% |
| All | +1,384.0% | +669.7% | +714.3% | +978.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling