+106,206.6%
MU vs RTX
+10,530.0%
+95,676.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.5% |
| 7D | +9.0% | -5.2% | +14.1% | +12.3% |
| 30D | +13.8% | -9.4% | +23.2% | +20.1% |
| 3M | +2.1% | +12.3% | -10.2% | -6.3% |
| 6M | +153.8% | -3.1% | +156.9% | +152.4% |
| YTD | +256.4% | +10.7% | +245.7% | +227.8% |
| 1Y | +719.8% | +28.4% | +691.3% | +586.9% |
| 3Y | +1,360.4% | +147.1% | +1,213.3% | +696.3% |
| 5Y | +1,312.4% | +167.2% | +1,145.2% | +615.6% |
| 10Y | +6,142.6% | +274.7% | +5,867.9% | +2,358.1% |
| All | +106,206.6% | +10,530.0% | +95,676.6% | +9,075.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling