+5,778.3%
MU vs ACN
+85.2%
+5,693.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | 0.0% |
| 7D | +7.2% | -4.8% | +12.0% | +9.1% |
| 30D | +14.0% | +1.9% | +12.1% | +12.4% |
| 3M | +5.4% | +3.9% | +1.5% | -0.9% |
| 6M | +170.3% | -15.0% | +185.3% | +177.7% |
| YTD | +250.7% | -31.9% | +282.6% | +307.3% |
| 1Y | +662.1% | -28.5% | +690.6% | +745.2% |
| 3Y | +1,341.2% | -41.9% | +1,383.1% | +1,643.4% |
| 5Y | +1,319.3% | -42.9% | +1,362.2% | +1,596.2% |
| 10Y | +5,778.3% | +88.7% | +5,689.6% | +2,773.8% |
| All | +5,778.3% | +85.2% | +5,693.1% | +2,773.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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