+4,609.2%
MU vs RRC
+72.2%
+4,537.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +11.6% |
| 7D | +2.0% | -0.5% | +2.5% | +2.2% |
| 30D | -18.0% | +25.2% | -43.2% | -21.6% |
| 3M | -6.6% | +27.8% | -34.4% | -11.3% |
| 6M | +2.0% | +27.2% | -25.2% | -3.7% |
| YTD | +184.5% | +48.2% | +136.3% | +158.8% |
| 1Y | +236.9% | +34.7% | +202.2% | +211.9% |
| 3Y | +987.0% | +62.2% | +924.7% | +872.4% |
| 5Y | +1,014.6% | +130.9% | +883.7% | +799.4% |
| 10Y | +4,609.2% | +73.4% | +4,535.8% | +2,691.3% |
| All | +4,609.2% | +72.2% | +4,537.0% | +2,691.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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