+1,589.4%
MU vs RVMD
+620.8%
+968.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.1% | -2.8% | -4.4% |
| 7D | +2.0% | -3.6% | +5.6% | +2.8% |
| 30D | +12.5% | -1.1% | +13.6% | +12.6% |
| 3M | +9.6% | +41.0% | -31.4% | +2.2% |
| 6M | +142.6% | +105.7% | +36.9% | +106.2% |
| YTD | +242.7% | +155.3% | +87.4% | +174.1% |
| 1Y | +599.3% | +402.7% | +196.6% | +382.5% |
| 3Y | +1,308.3% | +533.1% | +775.2% | +783.1% |
| 5Y | +1,263.7% | +583.5% | +680.2% | +670.8% |
| All | +1,589.4% | +620.8% | +968.6% | +727.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling