+4,271.9%
MU vs RTX
+287.5%
+3,984.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.7% | +4.4% |
| 7D | -12.0% | -3.2% | -8.9% | -10.2% |
| 30D | -28.7% | +5.6% | -34.3% | -30.7% |
| 3M | -16.4% | -11.7% | -4.8% | -11.5% |
| 6M | -1.8% | +12.3% | -14.1% | -9.7% |
| YTD | +157.1% | +8.2% | +148.9% | +140.9% |
| 1Y | +208.5% | +12.6% | +195.9% | +183.1% |
| 3Y | +906.2% | +152.8% | +753.3% | +466.5% |
| 5Y | +893.4% | +140.2% | +753.2% | +458.2% |
| 10Y | +4,271.9% | +273.8% | +3,998.1% | +1,875.1% |
| All | +4,271.9% | +287.5% | +3,984.3% | +1,875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling