+106,206.6%
MU vs RRX
+3,904.5%
+102,302.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +9.0% | +3.4% | +5.5% | +7.2% |
| 30D | +13.8% | -11.1% | +24.9% | +20.5% |
| 3M | +2.1% | -23.7% | +25.8% | +17.7% |
| 6M | +153.8% | -22.0% | +175.8% | +188.8% |
| YTD | +256.4% | +16.5% | +239.9% | +231.5% |
| 1Y | +719.8% | +11.5% | +708.2% | +677.0% |
| 3Y | +1,360.4% | +1.5% | +1,358.8% | +1,288.4% |
| 5Y | +1,312.4% | +18.3% | +1,294.2% | +1,126.7% |
| 10Y | +6,142.6% | +209.8% | +5,932.8% | +3,336.8% |
| All | +106,206.6% | +3,904.5% | +102,302.1% | +42,207.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling