+4,277.4%
MU vs ACWI
+220.7%
+4,056.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.2% |
| 7D | -15.2% | -0.2% | -15.0% | -14.2% |
| 30D | -29.5% | -3.3% | -26.2% | -24.1% |
| 3M | -15.8% | -3.4% | -12.4% | -8.9% |
| 6M | -2.9% | +0.8% | -3.7% | +0.6% |
| YTD | +154.2% | +10.7% | +143.5% | +127.1% |
| 1Y | +186.6% | +11.6% | +175.0% | +154.4% |
| 3Y | +871.5% | +73.4% | +798.1% | +349.6% |
| 5Y | +911.7% | +60.2% | +851.5% | +449.3% |
| 10Y | +4,277.4% | +221.6% | +4,055.8% | +688.7% |
| All | +4,277.4% | +220.7% | +4,056.7% | +688.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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