+662.1%
MU vs RTX
+28.6%
+633.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | +7.2% | -3.1% | +10.3% | +7.4% |
| 30D | +14.0% | -10.6% | +24.5% | +15.1% |
| 3M | +5.4% | +11.6% | -6.3% | +1.2% |
| 6M | +170.3% | -4.5% | +174.8% | +183.8% |
| YTD | +250.7% | +9.6% | +241.1% | +247.8% |
| 1Y | +662.1% | +30.8% | +631.3% | +653.4% |
| All | +662.1% | +28.6% | +633.5% | +653.4% |
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