+5,744.5%
MU vs RJF
+429.5%
+5,315.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.2% |
| 7D | +2.0% | -4.2% | +6.2% | +4.7% |
| 30D | +12.5% | -3.6% | +16.1% | +14.8% |
| 3M | +9.6% | +15.6% | -6.0% | -2.0% |
| 6M | +142.6% | +17.6% | +125.0% | +113.2% |
| YTD | +242.7% | +9.2% | +233.4% | +214.4% |
| 1Y | +599.3% | +5.5% | +593.8% | +554.9% |
| 3Y | +1,308.3% | +70.3% | +1,238.0% | +863.5% |
| 5Y | +1,263.7% | +106.0% | +1,157.7% | +702.8% |
| All | +5,744.5% | +429.5% | +5,315.0% | +2,009.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RJF 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling