+1,362.4%
MU vs RY
+154.9%
+1,207.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.7% |
| 7D | +9.0% | +3.1% | +5.9% | +6.2% |
| 30D | +13.8% | -0.3% | +14.1% | +14.2% |
| 3M | +2.1% | +8.7% | -6.6% | -4.1% |
| 6M | +153.8% | +28.5% | +125.3% | +107.6% |
| YTD | +256.4% | +25.1% | +231.3% | +196.7% |
| 1Y | +719.8% | +46.3% | +673.5% | +503.1% |
| All | +1,362.4% | +154.9% | +1,207.6% | +664.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling