+4,609.2%
MU vs ACGL
+329.5%
+4,279.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | -1.4% | +3.4% | +2.4% |
| 30D | -18.0% | +12.4% | -30.3% | -21.6% |
| 3M | -6.6% | +11.1% | -17.7% | -10.7% |
| 6M | +2.0% | +16.3% | -14.3% | -5.9% |
| YTD | +184.5% | +13.8% | +170.7% | +161.7% |
| 1Y | +236.9% | +20.4% | +216.5% | +201.6% |
| 3Y | +987.0% | +33.6% | +953.4% | +784.0% |
| 5Y | +1,014.6% | +176.8% | +837.8% | +481.1% |
| 10Y | +4,609.2% | +324.6% | +4,284.6% | +2,020.2% |
| All | +4,609.2% | +329.5% | +4,279.8% | +2,020.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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