+72,065.9%
MU vs RTX
+9,933.9%
+62,132.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.8% |
| 7D | -22.0% | -5.1% | -16.9% | -19.3% |
| 30D | -36.6% | +5.1% | -41.7% | -38.5% |
| 3M | -21.7% | -14.8% | -6.9% | -14.7% |
| 6M | +3.5% | +8.0% | -4.5% | -3.7% |
| YTD | +141.9% | +4.5% | +137.5% | +129.2% |
| 1Y | +189.8% | +9.8% | +180.0% | +166.8% |
| 3Y | +855.4% | +144.2% | +711.2% | +425.5% |
| 5Y | +869.2% | +131.4% | +737.7% | +434.5% |
| 10Y | +4,142.8% | +273.3% | +3,869.6% | +1,564.9% |
| All | +72,065.9% | +9,933.9% | +62,132.0% | +6,315.4% |
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 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