+189.8%
MU vs RTX
+12.7%
+177.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.7% | +5.9% |
| 7D | -12.0% | -3.2% | -8.9% | -12.0% |
| 30D | -28.7% | +5.6% | -34.3% | -28.6% |
| 3M | -16.4% | -11.7% | -4.8% | -14.8% |
| 6M | -1.8% | +12.3% | -14.1% | -7.3% |
| YTD | +157.1% | +8.2% | +148.9% | +143.8% |
| All | +189.8% | +12.7% | +177.1% | +167.5% |
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