+4,277.4%
MU vs AG
+64.1%
+4,213.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.8% | -0.1% |
| 7D | -15.2% | +6.0% | -21.2% | -16.1% |
| 30D | -29.5% | -13.5% | -16.0% | -27.7% |
| 3M | -15.8% | -20.7% | +4.9% | -12.5% |
| 6M | -2.9% | -31.5% | +28.7% | +3.3% |
| YTD | +154.2% | -10.1% | +164.4% | +157.0% |
| 1Y | +186.6% | +26.0% | +160.6% | +175.8% |
| 3Y | +871.5% | +228.9% | +642.6% | +704.4% |
| 5Y | +911.7% | +8.7% | +903.0% | +812.0% |
| 10Y | +4,277.4% | +71.9% | +4,205.5% | +3,482.5% |
| All | +4,277.4% | +64.1% | +4,213.3% | +3,482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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