+4,277.4%
MU vs A
+312.5%
+3,964.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.2% |
| 7D | -15.2% | +1.4% | -16.6% | -15.6% |
| 30D | -29.5% | +4.3% | -33.8% | -31.1% |
| 3M | -15.8% | +19.8% | -35.6% | -25.5% |
| 6M | -2.9% | +54.4% | -57.3% | -29.5% |
| YTD | +154.2% | +31.7% | +122.5% | +105.0% |
| 1Y | +186.6% | +22.4% | +164.1% | +143.3% |
| 3Y | +871.5% | +67.7% | +803.8% | +538.2% |
| 5Y | +911.7% | +15.7% | +895.9% | +752.2% |
| 10Y | +4,277.4% | +308.7% | +3,968.7% | +1,387.4% |
| All | +4,277.4% | +312.5% | +3,964.9% | +1,387.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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