+1,315.7%
MU vs ACWI
+67.7%
+1,248.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.2% |
| 7D | +9.0% | +0.5% | +8.5% | +7.8% |
| 30D | +13.8% | +0.9% | +12.9% | +11.9% |
| 3M | +2.1% | +2.4% | -0.3% | +0.3% |
| 6M | +153.8% | +12.4% | +141.4% | +111.4% |
| YTD | +256.4% | +15.2% | +241.2% | +185.2% |
| 1Y | +719.8% | +22.7% | +697.0% | +493.5% |
| 3Y | +1,360.4% | +75.8% | +1,284.6% | +518.7% |
| All | +1,315.7% | +67.7% | +1,248.0% | +577.6% |
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