+4,271.9%
MU vs RVTY
+217.6%
+4,054.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.6% | +4.2% |
| 7D | -12.0% | +6.0% | -18.1% | -14.5% |
| 30D | -28.7% | +4.3% | -33.0% | -30.0% |
| 3M | -16.4% | +40.2% | -56.7% | -31.5% |
| 6M | -1.8% | +59.3% | -61.1% | -25.8% |
| YTD | +157.1% | +66.5% | +90.5% | +85.8% |
| 1Y | +208.5% | +77.5% | +131.0% | +113.6% |
| 3Y | +906.2% | +92.5% | +813.7% | +526.2% |
| 5Y | +893.4% | -6.8% | +900.2% | +862.0% |
| 10Y | +4,271.9% | +225.4% | +4,046.5% | +1,615.9% |
| All | +4,271.9% | +217.6% | +4,054.2% | +1,615.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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