+855.4%
MU vs RSP
+60.0%
+795.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.8% |
| 7D | -22.0% | -1.0% | -21.0% | -20.1% |
| 30D | -36.6% | +2.6% | -39.2% | -39.5% |
| 3M | -21.7% | -0.8% | -20.9% | -20.7% |
| 6M | +3.5% | +6.3% | -2.7% | -7.9% |
| YTD | +141.9% | +14.1% | +127.8% | +87.6% |
| 1Y | +189.8% | +18.0% | +171.8% | +111.3% |
| 3Y | +855.4% | +61.0% | +794.4% | +367.9% |
| All | +855.4% | +60.0% | +795.3% | +367.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling