+4,271.9%
MU vs B
+183.2%
+4,088.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.2% | +2.0% | +5.3% |
| 7D | -12.0% | +11.3% | -23.4% | -14.4% |
| 30D | -28.7% | +2.9% | -31.7% | -29.3% |
| 3M | -16.4% | -2.9% | -13.6% | -16.2% |
| 6M | -1.8% | -1.2% | -0.6% | -1.7% |
| YTD | +157.1% | -1.3% | +158.4% | +157.0% |
| 1Y | +208.5% | +30.4% | +178.1% | +194.8% |
| 3Y | +906.2% | +195.3% | +710.9% | +751.1% |
| 5Y | +893.4% | +146.2% | +747.2% | +742.6% |
| 10Y | +4,271.9% | +200.5% | +4,071.4% | +3,444.9% |
| All | +4,271.9% | +183.2% | +4,088.6% | +3,444.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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