+6,028.8%
MU vs ALLE
+144.1%
+5,884.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.5% |
| 7D | +9.0% | -0.2% | +9.2% | +9.2% |
| 30D | +13.8% | -6.8% | +20.6% | +18.9% |
| 3M | +2.1% | +21.0% | -19.0% | -10.6% |
| 6M | +153.8% | +1.1% | +152.7% | +149.0% |
| YTD | +256.4% | -0.5% | +256.9% | +250.1% |
| 1Y | +719.8% | -7.3% | +727.0% | +741.2% |
| 3Y | +1,360.4% | +42.3% | +1,318.1% | +990.4% |
| 5Y | +1,312.4% | +13.5% | +1,299.0% | +1,109.9% |
| All | +6,028.8% | +144.1% | +5,884.7% | +2,960.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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