+3,022.4%
MU vs RY
+11,573.6%
-8,551.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.6% |
| 7D | +9.0% | +3.1% | +5.9% | +6.4% |
| 30D | +13.8% | -0.3% | +14.1% | +14.1% |
| 3M | +2.1% | +8.7% | -6.6% | -4.1% |
| 6M | +153.8% | +28.5% | +125.3% | +109.1% |
| YTD | +256.4% | +25.1% | +231.3% | +199.2% |
| 1Y | +719.8% | +46.3% | +673.5% | +510.5% |
| 3Y | +1,360.4% | +154.9% | +1,205.4% | +605.7% |
| 5Y | +1,312.4% | +140.3% | +1,172.1% | +615.2% |
| 10Y | +6,142.6% | +377.0% | +5,765.5% | +1,790.1% |
| All | +3,022.4% | +11,573.6% | -8,551.2% | +165.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling