+228.8%
MU vs RTX
+12.8%
+216.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +12.8% | +4.8% | +8.0% | +12.3% |
| 30D | -14.9% | +6.5% | -21.4% | -14.7% |
| 3M | -18.0% | -9.6% | -8.4% | -16.8% |
| 6M | -3.1% | +12.3% | -15.4% | -7.7% |
| YTD | +172.9% | +9.5% | +163.4% | +159.9% |
| 1Y | +228.8% | +15.8% | +213.0% | +201.1% |
| All | +228.8% | +12.8% | +216.0% | +201.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling