+12,230.3%
MU vs ACWI
+330.1%
+11,900.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -3.8% | -13.6% | -11.2% |
| 7D | -29.7% | -4.0% | -25.7% | -24.3% |
| 30D | -37.2% | -5.8% | -31.4% | -30.0% |
| 3M | -26.5% | -5.0% | -21.5% | -19.0% |
| 6M | +2.6% | +0.7% | +1.9% | +6.4% |
| YTD | +130.1% | +8.4% | +121.7% | +115.0% |
| 1Y | +176.7% | +10.1% | +166.6% | +154.5% |
| 3Y | +813.1% | +70.8% | +742.3% | +358.4% |
| 5Y | +822.0% | +55.4% | +766.6% | +451.6% |
| 10Y | +3,936.2% | +223.3% | +3,712.8% | +769.4% |
| All | +12,230.3% | +330.1% | +11,900.1% | +1,864.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling