+17,217.4%
MU vs AMCR
+106.4%
+17,111.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.2% |
| 7D | +9.0% | -1.9% | +10.8% | +9.6% |
| 30D | +13.8% | -4.1% | +17.9% | +15.3% |
| 3M | +2.1% | +21.7% | -19.6% | -5.1% |
| 6M | +153.8% | +1.5% | +152.3% | +150.1% |
| YTD | +256.4% | +13.1% | +243.3% | +235.6% |
| 1Y | +719.8% | +16.5% | +703.3% | +663.2% |
| 3Y | +1,360.4% | +10.3% | +1,350.1% | +1,269.5% |
| 5Y | +1,312.4% | -7.7% | +1,320.1% | +1,307.5% |
| 10Y | +6,142.6% | +24.6% | +6,117.9% | +5,310.5% |
| All | +17,217.4% | +106.4% | +17,111.0% | +14,737.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling