+995.4%
MU vs RVTY
+90.0%
+905.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.1% |
| 7D | +2.0% | -0.7% | +2.8% | +2.8% |
| 30D | -18.0% | +1.7% | -19.7% | -18.0% |
| 3M | -6.6% | +36.8% | -43.4% | -18.7% |
| 6M | +2.0% | +60.1% | -58.1% | -17.7% |
| YTD | +184.5% | +64.0% | +120.5% | +123.2% |
| 1Y | +236.9% | +68.2% | +168.7% | +160.5% |
| All | +995.4% | +90.0% | +905.4% | +729.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling