+5,744.5%
MU vs AU
+694.8%
+5,049.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.3% | -0.6% | -4.4% |
| 7D | +2.0% | -7.0% | +9.0% | +2.9% |
| 30D | +12.5% | +7.3% | +5.3% | +11.4% |
| 3M | +9.6% | +33.2% | -23.6% | +5.6% |
| 6M | +142.6% | -0.6% | +143.2% | +141.1% |
| YTD | +242.7% | +26.2% | +216.5% | +233.1% |
| 1Y | +599.3% | +68.3% | +531.0% | +563.7% |
| 3Y | +1,308.3% | +592.1% | +716.2% | +1,104.5% |
| 5Y | +1,263.7% | +685.3% | +578.5% | +1,043.1% |
| All | +5,744.5% | +694.8% | +5,049.7% | +5,024.1% |
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