+4,277.4%
MU vs ADI
+625.4%
+3,652.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -15.2% | -6.3% | -8.9% | -9.0% |
| 30D | -29.5% | -3.2% | -26.3% | -26.6% |
| 3M | -15.8% | +2.8% | -18.5% | -17.4% |
| 6M | -2.9% | -5.0% | +2.2% | +5.7% |
| YTD | +154.2% | +46.3% | +107.9% | +86.0% |
| 1Y | +186.6% | +71.6% | +114.9% | +81.3% |
| 3Y | +871.5% | +139.2% | +732.3% | +341.2% |
| 5Y | +911.7% | +136.4% | +775.3% | +354.8% |
| 10Y | +4,277.4% | +636.2% | +3,641.1% | +605.0% |
| All | +4,277.4% | +625.4% | +3,652.0% | +605.0% |
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