+4,271.9%
MU vs RRC
+63.1%
+4,208.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.2% |
| 7D | -12.0% | -10.3% | -1.7% | -10.1% |
| 30D | -28.7% | +19.5% | -48.2% | -31.3% |
| 3M | -16.4% | +27.9% | -44.4% | -20.7% |
| 6M | -1.8% | +21.2% | -23.0% | -6.4% |
| YTD | +157.1% | +39.6% | +117.5% | +136.6% |
| 1Y | +208.5% | +31.3% | +177.2% | +186.9% |
| 3Y | +906.2% | +51.9% | +854.2% | +811.6% |
| 5Y | +893.4% | +110.2% | +783.2% | +715.8% |
| 10Y | +4,271.9% | +56.7% | +4,215.2% | +2,586.6% |
| All | +4,271.9% | +63.1% | +4,208.8% | +2,586.6% |
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