+4,014.6%
MU vs ADI
+593.2%
+3,421.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.4% |
| 7D | -22.0% | -12.8% | -9.2% | -10.1% |
| 30D | -36.6% | -11.3% | -25.2% | -28.0% |
| 3M | -21.7% | -3.4% | -18.4% | -18.6% |
| 6M | +3.5% | -12.0% | +15.6% | +21.8% |
| YTD | +141.9% | +35.3% | +106.7% | +91.1% |
| 1Y | +189.8% | +58.1% | +131.8% | +98.8% |
| 3Y | +855.4% | +127.4% | +728.0% | +356.2% |
| 5Y | +869.2% | +114.6% | +754.6% | +378.8% |
| All | +4,014.6% | +593.2% | +3,421.4% | +620.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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