+7,801.8%
MU vs RSP
+1,132.2%
+6,669.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.9% | -14.6% | -13.1% |
| 7D | -29.7% | -1.4% | -28.3% | -27.9% |
| 30D | -37.2% | +2.1% | -39.3% | -39.1% |
| 3M | -26.5% | -0.9% | -25.6% | -25.6% |
| 6M | +2.6% | +7.5% | -5.0% | -7.7% |
| YTD | +130.1% | +14.6% | +115.6% | +89.2% |
| 1Y | +176.7% | +17.6% | +159.1% | +119.4% |
| 3Y | +813.1% | +60.8% | +752.3% | +376.2% |
| 5Y | +822.0% | +46.1% | +775.8% | +464.4% |
| 10Y | +3,936.2% | +221.4% | +3,714.8% | +687.7% |
| All | +7,801.8% | +1,132.2% | +6,669.6% | +149.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling