+265.1%
MU vs RRX
+30.0%
+235.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.6% | -3.4% | -4.4% |
| 7D | -19.1% | +7.6% | -26.7% | -23.6% |
| 30D | -25.2% | +7.5% | -32.8% | -29.4% |
| 3M | -10.9% | -21.0% | +10.1% | +3.5% |
| 6M | +38.0% | -18.1% | +56.1% | +59.2% |
| YTD | +178.8% | +24.3% | +154.6% | +136.2% |
| 1Y | +265.1% | +29.3% | +235.8% | +203.8% |
| All | +265.1% | +30.0% | +235.1% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling