+995.4%
MU vs RSP
+66.6%
+928.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +10.3% |
| 7D | +2.0% | -0.3% | +2.3% | +3.7% |
| 30D | -18.0% | +4.4% | -22.4% | -24.1% |
| 3M | -6.6% | +1.3% | -7.8% | -8.7% |
| 6M | +2.0% | +10.0% | -7.9% | -15.0% |
| YTD | +184.5% | +17.6% | +166.8% | +108.5% |
| 1Y | +236.9% | +19.2% | +217.6% | +141.4% |
| All | +995.4% | +66.6% | +928.8% | +389.8% |
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 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