+4,609.2%
MU vs ALL
+371.2%
+4,238.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.5% | +11.8% |
| 7D | +2.0% | -2.6% | +4.6% | +2.7% |
| 30D | -18.0% | +12.7% | -30.7% | -21.2% |
| 3M | -6.6% | +0.4% | -7.0% | -7.5% |
| 6M | +2.0% | +23.8% | -21.7% | -8.5% |
| YTD | +184.5% | +27.8% | +156.7% | +149.1% |
| 1Y | +236.9% | +28.9% | +208.0% | +193.0% |
| 3Y | +987.0% | +113.9% | +873.1% | +594.7% |
| 5Y | +1,014.6% | +157.4% | +857.3% | +504.8% |
| 10Y | +4,609.2% | +369.0% | +4,240.2% | +1,518.6% |
| All | +4,609.2% | +371.2% | +4,238.0% | +1,518.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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