+4,524.1%
MU vs AU
+832.2%
+3,691.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.8% | +3.2% | -1.0% |
| 7D | +21.6% | -1.1% | +22.7% | +21.8% |
| 30D | -16.2% | -4.4% | -11.8% | -15.8% |
| 3M | -12.4% | -10.0% | -2.4% | -11.4% |
| 6M | +4.2% | -14.5% | +18.7% | +5.7% |
| YTD | +180.0% | +6.4% | +173.6% | +177.7% |
| 1Y | +226.4% | +7.7% | +218.7% | +223.3% |
| 3Y | +969.7% | +514.1% | +455.6% | +831.8% |
| 5Y | +957.9% | +386.5% | +571.4% | +815.7% |
| All | +4,524.1% | +832.2% | +3,691.9% | +3,918.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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