+11,869.1%
MU vs AGI
+5,459.2%
+6,409.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.3% |
| 7D | +9.0% | +0.6% | +8.4% | +8.9% |
| 30D | +13.8% | +18.2% | -4.4% | +12.1% |
| 3M | +2.1% | -4.1% | +6.2% | +2.3% |
| 6M | +153.8% | -28.7% | +182.5% | +160.2% |
| YTD | +256.4% | -4.0% | +260.4% | +255.7% |
| 1Y | +719.8% | +17.4% | +702.3% | +705.3% |
| 3Y | +1,360.4% | +203.0% | +1,157.3% | +1,228.4% |
| 5Y | +1,312.4% | +376.7% | +935.8% | +1,133.4% |
| 10Y | +6,142.6% | +407.5% | +5,735.1% | +5,078.0% |
| All | +11,869.1% | +5,459.2% | +6,409.9% | +8,617.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling