+72,065.9%
MU vs RVTY
+2,899.1%
+69,166.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +3.8% |
| 7D | -22.0% | -1.2% | -20.8% | -21.2% |
| 30D | -36.6% | +1.0% | -37.6% | -36.5% |
| 3M | -21.7% | +35.8% | -57.5% | -32.1% |
| 6M | +3.5% | +56.7% | -53.2% | -16.3% |
| YTD | +141.9% | +60.7% | +81.2% | +90.9% |
| 1Y | +189.8% | +73.7% | +116.1% | +119.9% |
| 3Y | +855.4% | +82.8% | +772.6% | +590.6% |
| 5Y | +869.2% | -7.0% | +876.2% | +830.9% |
| 10Y | +4,142.8% | +212.3% | +3,930.5% | +2,287.3% |
| All | +72,065.9% | +2,899.1% | +69,166.8% | +14,409.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling