+236.9%
MU vs RSP
+19.8%
+217.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +10.4% |
| 7D | +2.0% | -0.3% | +2.3% | +3.6% |
| 30D | -18.0% | +4.4% | -22.4% | -23.4% |
| 3M | -6.6% | +1.3% | -7.8% | -7.7% |
| 6M | +2.0% | +10.0% | -7.9% | -15.1% |
| YTD | +184.5% | +17.6% | +166.8% | +101.8% |
| 1Y | +236.9% | +19.2% | +217.6% | +133.9% |
| All | +236.9% | +19.8% | +217.1% | +133.9% |
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