+4,277.4%
MU vs RVTY
+212.9%
+4,064.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.5% |
| 7D | -15.2% | -2.7% | -12.5% | -13.3% |
| 30D | -29.5% | +3.2% | -32.8% | -30.3% |
| 3M | -15.8% | +37.2% | -53.0% | -30.0% |
| 6M | -2.9% | +57.7% | -60.6% | -26.2% |
| YTD | +154.2% | +64.8% | +89.4% | +84.8% |
| 1Y | +186.6% | +72.8% | +113.8% | +101.4% |
| 3Y | +871.5% | +89.8% | +781.7% | +509.7% |
| 5Y | +911.7% | -8.4% | +920.1% | +891.4% |
| 10Y | +4,277.4% | +219.5% | +4,057.9% | +1,625.3% |
| All | +4,277.4% | +212.9% | +4,064.4% | +1,625.3% |
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