+719.8%
MU vs RY
+46.1%
+673.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.6% |
| 7D | +9.0% | +3.1% | +5.9% | +6.3% |
| 30D | +13.8% | -0.3% | +14.1% | +14.2% |
| 3M | +2.1% | +8.7% | -6.6% | -2.9% |
| 6M | +153.8% | +28.5% | +125.3% | +109.8% |
| YTD | +256.4% | +25.1% | +231.3% | +195.6% |
| 1Y | +719.8% | +46.3% | +673.5% | +519.2% |
| All | +719.8% | +46.1% | +673.7% | +519.2% |
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