+1,263.7%
MU vs ALNY
+30.0%
+1,233.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -4.5% |
| 7D | +2.0% | -6.4% | +8.4% | +2.7% |
| 30D | +12.5% | +11.9% | +0.6% | +11.1% |
| 3M | +9.6% | -15.0% | +24.6% | +10.1% |
| 6M | +142.6% | -23.2% | +165.8% | +147.0% |
| YTD | +242.7% | -37.8% | +280.4% | +260.8% |
| 1Y | +599.3% | -47.3% | +646.5% | +655.7% |
| 3Y | +1,308.3% | +22.9% | +1,285.4% | +1,181.7% |
| 5Y | +1,263.7% | +30.6% | +1,233.1% | +1,069.8% |
| All | +1,263.7% | +30.0% | +1,233.7% | +1,069.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 5y: compounded portfolio wealth divided by compounded ALNY 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…
5y analysis · Full analysis span regression · 6 months rolling