+4,407.5%
MU vs ADI
+631.6%
+3,775.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.2% | +0.1% |
| 7D | +12.8% | +9.5% | +3.3% | +3.5% |
| 30D | -14.9% | -1.4% | -13.5% | -12.6% |
| 3M | -18.0% | +4.7% | -22.8% | -20.9% |
| 6M | -3.1% | -7.4% | +4.3% | +8.1% |
| YTD | +172.9% | +48.1% | +124.8% | +97.9% |
| 1Y | +228.8% | +69.6% | +159.2% | +110.9% |
| 3Y | +950.8% | +144.4% | +806.5% | +368.9% |
| 5Y | +931.3% | +134.1% | +797.1% | +369.0% |
| All | +4,407.5% | +631.6% | +3,775.9% | +639.6% |
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