+957.9%
MU vs RSP
+48.7%
+909.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.2% |
| 7D | +21.6% | +1.8% | +19.9% | +18.4% |
| 30D | -16.2% | +3.5% | -19.7% | -20.4% |
| 3M | -12.4% | +0.2% | -12.6% | -12.6% |
| 6M | +4.2% | +9.1% | -4.9% | -9.3% |
| YTD | +180.0% | +16.6% | +163.4% | +120.0% |
| 1Y | +226.4% | +17.9% | +208.5% | +152.9% |
| 3Y | +969.7% | +64.6% | +905.1% | +429.0% |
| 5Y | +957.9% | +48.4% | +909.5% | +518.7% |
| All | +957.9% | +48.7% | +909.2% | +518.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling