+265.1%
MU vs RSP
+21.9%
+243.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.9% | -8.9% | -9.9% |
| 7D | -19.1% | +2.7% | -21.8% | -22.8% |
| 30D | -25.2% | +5.8% | -31.0% | -32.6% |
| 3M | -10.9% | +1.8% | -12.7% | -13.7% |
| 6M | +38.0% | +11.6% | +26.4% | +10.8% |
| YTD | +178.8% | +18.0% | +160.9% | +95.5% |
| 1Y | +265.1% | +21.8% | +243.3% | +139.8% |
| All | +265.1% | +21.9% | +243.3% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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