+4,271.9%
MU vs ACN
+159.3%
+4,112.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.6% | +7.1% |
| 7D | -12.0% | -2.5% | -9.5% | -11.5% |
| 30D | -28.7% | +22.6% | -51.4% | -34.7% |
| 3M | -16.4% | +45.9% | -62.4% | -29.6% |
| 6M | -1.8% | +43.8% | -45.6% | -20.8% |
| YTD | +157.1% | -2.5% | +159.5% | +155.2% |
| 1Y | +208.5% | +6.5% | +202.0% | +186.3% |
| 3Y | +906.2% | -14.2% | +920.3% | +915.2% |
| 5Y | +893.4% | -24.4% | +917.8% | +988.7% |
| 10Y | +4,271.9% | +156.3% | +4,115.6% | +1,772.5% |
| All | +4,271.9% | +159.3% | +4,112.6% | +1,772.5% |
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