+5,975.2%
MU vs ALL
+368.3%
+5,606.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.5% |
| 7D | +9.0% | 0.0% | +8.9% | +8.9% |
| 30D | +13.8% | -1.5% | +15.3% | +14.0% |
| 3M | +2.1% | +23.6% | -21.5% | -7.6% |
| 6M | +153.8% | +22.3% | +131.5% | +128.8% |
| YTD | +256.4% | +26.5% | +229.9% | +214.9% |
| 1Y | +719.8% | +27.0% | +692.8% | +616.7% |
| 3Y | +1,360.4% | +149.6% | +1,210.8% | +754.5% |
| 5Y | +1,312.4% | +118.1% | +1,194.3% | +757.1% |
| All | +5,975.2% | +368.3% | +5,606.9% | +2,066.7% |
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