+893.4%
MU vs ACWI
+58.8%
+834.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.6% | +0.7% |
| 7D | -12.0% | +0.3% | -12.4% | -11.9% |
| 30D | -28.7% | -2.8% | -25.9% | -23.3% |
| 3M | -16.4% | -3.2% | -13.3% | -9.3% |
| 6M | -1.8% | +1.3% | -3.1% | +0.9% |
| YTD | +157.1% | +11.2% | +145.8% | +124.0% |
| 1Y | +208.5% | +13.8% | +194.7% | +159.9% |
| 3Y | +906.2% | +76.2% | +830.0% | +335.8% |
| 5Y | +893.4% | +59.5% | +833.9% | +429.4% |
| All | +893.4% | +58.8% | +834.6% | +429.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling