+5,778.3%
MU vs RRC
+7.9%
+5,770.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | +7.2% | -1.2% | +8.4% | +7.4% |
| 30D | +14.0% | +9.4% | +4.6% | +11.8% |
| 3M | +5.4% | +7.4% | -2.0% | +3.2% |
| 6M | +170.3% | +1.5% | +168.8% | +166.5% |
| YTD | +250.7% | +19.4% | +231.3% | +233.8% |
| 1Y | +662.1% | +24.2% | +637.9% | +617.5% |
| 3Y | +1,341.2% | +32.8% | +1,308.4% | +1,242.3% |
| 5Y | +1,319.3% | +152.9% | +1,166.4% | +1,029.8% |
| 10Y | +5,778.3% | +3.9% | +5,774.4% | +3,671.6% |
| All | +5,778.3% | +7.9% | +5,770.4% | +3,671.6% |
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