+599.3%
MU vs RRX
+9.8%
+589.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.9% | -3.0% | -3.5% |
| 7D | +2.0% | -3.7% | +5.8% | +4.8% |
| 30D | +12.5% | -9.3% | +21.8% | +20.6% |
| 3M | +9.6% | -21.8% | +31.4% | +31.6% |
| 6M | +142.6% | -22.0% | +164.6% | +192.6% |
| YTD | +242.7% | +11.9% | +230.7% | +222.4% |
| 1Y | +599.3% | +11.6% | +587.7% | +559.6% |
| All | +599.3% | +9.8% | +589.4% | +559.6% |
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