+1,916.4%
MU vs RY
+11,266.1%
-9,349.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.9% | -14.6% | -15.2% |
| 7D | -29.7% | -1.1% | -28.6% | -29.0% |
| 30D | -37.2% | +4.4% | -41.6% | -39.3% |
| 3M | -26.5% | -2.9% | -23.6% | -24.8% |
| 6M | +2.6% | +15.6% | -13.0% | -8.5% |
| YTD | +130.1% | +21.8% | +108.3% | +97.0% |
| 1Y | +176.7% | +42.6% | +134.1% | +109.9% |
| 3Y | +813.1% | +160.9% | +652.2% | +335.0% |
| 5Y | +822.0% | +126.1% | +695.9% | +389.1% |
| 10Y | +3,936.2% | +371.7% | +3,564.5% | +1,132.2% |
| All | +1,916.4% | +11,266.1% | -9,349.7% | +74.6% |
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