+1,315.7%
MU vs RRC
+156.2%
+1,159.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.3% |
| 7D | +9.0% | +1.3% | +7.7% | +8.6% |
| 30D | +13.8% | +10.1% | +3.7% | +11.1% |
| 3M | +2.1% | +4.0% | -1.9% | +0.6% |
| 6M | +153.8% | +1.6% | +152.2% | +149.5% |
| YTD | +256.4% | +19.7% | +236.7% | +234.0% |
| 1Y | +719.8% | +21.4% | +698.3% | +661.8% |
| 3Y | +1,360.4% | +29.7% | +1,330.7% | +1,244.2% |
| All | +1,315.7% | +156.2% | +1,159.4% | +1,041.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling