+4,609.2%
MU vs RSP
+216.5%
+4,392.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +10.7% |
| 7D | +2.0% | -0.3% | +2.3% | +3.4% |
| 30D | -18.0% | +4.4% | -22.4% | -22.7% |
| 3M | -6.6% | +1.3% | -7.8% | -8.2% |
| 6M | +2.0% | +10.0% | -7.9% | -10.8% |
| YTD | +184.5% | +17.6% | +166.8% | +126.6% |
| 1Y | +236.9% | +19.2% | +217.6% | +164.1% |
| 3Y | +987.0% | +66.0% | +920.9% | +459.7% |
| 5Y | +1,014.6% | +50.4% | +964.2% | +572.9% |
| 10Y | +4,609.2% | +215.7% | +4,393.5% | +853.3% |
| All | +4,609.2% | +216.5% | +4,392.7% | +853.3% |
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