+4,609.2%
MU vs RVTY
+219.6%
+4,389.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.2% |
| 7D | +2.0% | -0.7% | +2.8% | +3.1% |
| 30D | -18.0% | +1.7% | -19.7% | -18.2% |
| 3M | -6.6% | +36.8% | -43.4% | -22.3% |
| 6M | +2.0% | +60.1% | -58.1% | -23.1% |
| YTD | +184.5% | +64.0% | +120.5% | +107.3% |
| 1Y | +236.9% | +68.2% | +168.7% | +140.8% |
| 3Y | +987.0% | +88.8% | +898.2% | +583.8% |
| 5Y | +1,014.6% | -10.5% | +1,025.2% | +1,010.2% |
| 10Y | +4,609.2% | +219.7% | +4,389.5% | +1,727.2% |
| All | +4,609.2% | +219.6% | +4,389.6% | +1,727.2% |
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