+1,341.2%
MU vs RVMD
+545.7%
+795.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.3% |
| 7D | +7.2% | -1.2% | +8.4% | +7.4% |
| 30D | +14.0% | +1.1% | +12.9% | +13.5% |
| 3M | +5.4% | +39.6% | -34.2% | -1.1% |
| 6M | +170.3% | +110.7% | +59.6% | +133.2% |
| YTD | +250.7% | +160.3% | +90.4% | +186.4% |
| 1Y | +662.1% | +404.9% | +257.2% | +439.6% |
| 3Y | +1,341.2% | +545.5% | +795.8% | +874.7% |
| All | +1,341.2% | +545.7% | +795.6% | +874.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling