+5,975.2%
MU vs RSP
+208.0%
+5,767.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.8% |
| 7D | +9.0% | -0.8% | +9.7% | +10.2% |
| 30D | +13.8% | -0.3% | +14.1% | +14.2% |
| 3M | +2.1% | +4.3% | -2.2% | -3.8% |
| 6M | +153.8% | +8.8% | +145.0% | +125.8% |
| YTD | +256.4% | +15.3% | +241.1% | +191.9% |
| 1Y | +719.8% | +18.3% | +701.5% | +551.0% |
| 3Y | +1,360.4% | +52.8% | +1,307.6% | +741.5% |
| 5Y | +1,312.4% | +51.7% | +1,260.7% | +743.0% |
| All | +5,975.2% | +208.0% | +5,767.3% | +1,355.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling