+4,271.9%
MU vs ALL
+367.3%
+3,904.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | -12.0% | -3.9% | -8.2% | -11.2% |
| 30D | -28.7% | +10.6% | -39.4% | -31.2% |
| 3M | -16.4% | -4.6% | -11.9% | -16.0% |
| 6M | -1.8% | +20.2% | -22.0% | -11.2% |
| YTD | +157.1% | +23.7% | +133.4% | +127.2% |
| 1Y | +208.5% | +27.9% | +180.6% | +167.8% |
| 3Y | +906.2% | +109.2% | +797.0% | +545.7% |
| 5Y | +893.4% | +148.0% | +745.4% | +446.3% |
| 10Y | +4,271.9% | +363.8% | +3,908.1% | +1,439.1% |
| All | +4,271.9% | +367.3% | +3,904.5% | +1,439.1% |
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