+265.1%
MU vs RY
+46.4%
+218.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.0% | -10.0% | -8.8% |
| 7D | -19.1% | +2.5% | -21.6% | -20.3% |
| 30D | -25.2% | +8.4% | -33.7% | -29.3% |
| 3M | -10.9% | +1.2% | -12.1% | -11.0% |
| 6M | +38.0% | +19.4% | +18.6% | +24.7% |
| YTD | +178.8% | +25.4% | +153.4% | +130.6% |
| 1Y | +265.1% | +46.7% | +218.5% | +184.4% |
| All | +265.1% | +46.4% | +218.7% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling