+5,778.3%
MU vs ADI
+608.4%
+5,169.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.9% |
| 7D | +7.2% | +2.4% | +4.7% | +4.8% |
| 30D | +14.0% | -6.6% | +20.6% | +21.7% |
| 3M | +5.4% | -9.8% | +15.2% | +19.6% |
| 6M | +170.3% | +15.7% | +154.6% | +143.8% |
| YTD | +250.7% | +35.1% | +215.5% | +175.2% |
| 1Y | +662.1% | +47.7% | +614.4% | +451.4% |
| 3Y | +1,341.2% | +114.5% | +1,226.7% | +618.4% |
| 5Y | +1,319.3% | +141.2% | +1,178.1% | +519.5% |
| 10Y | +5,778.3% | +611.3% | +5,167.0% | +838.7% |
| All | +5,778.3% | +608.4% | +5,169.9% | +838.7% |
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