+3,971.9%
MU vs RY
+360.6%
+3,611.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +6.2% |
| 7D | -22.0% | -0.9% | -21.1% | -21.3% |
| 30D | -36.6% | +5.9% | -42.4% | -39.6% |
| 3M | -21.7% | -4.3% | -17.4% | -18.8% |
| 6M | +3.5% | +12.1% | -8.6% | -6.6% |
| YTD | +141.9% | +20.3% | +121.7% | +104.8% |
| 1Y | +189.8% | +41.0% | +148.8% | +113.5% |
| 3Y | +855.4% | +157.5% | +697.8% | +314.4% |
| 5Y | +869.2% | +123.2% | +746.0% | +375.4% |
| All | +3,971.9% | +360.6% | +3,611.4% | +1,308.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling