+4,271.9%
MU vs RSP
+222.0%
+4,049.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +2.9% |
| 7D | -12.0% | +0.4% | -12.5% | -12.2% |
| 30D | -28.7% | +3.7% | -32.5% | -32.3% |
| 3M | -16.4% | +0.8% | -17.2% | -17.4% |
| 6M | -1.8% | +9.1% | -10.9% | -13.2% |
| YTD | +157.1% | +16.7% | +140.3% | +106.9% |
| 1Y | +208.5% | +19.7% | +188.8% | +140.3% |
| 3Y | +906.2% | +66.7% | +839.4% | +415.3% |
| 5Y | +893.4% | +48.7% | +844.7% | +509.4% |
| 10Y | +4,271.9% | +215.6% | +4,056.3% | +818.3% |
| All | +4,271.9% | +222.0% | +4,049.9% | +818.3% |
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