+847.8%
MU vs B
+134.6%
+713.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.9% |
| 7D | -22.0% | +9.6% | -31.6% | -24.7% |
| 30D | -36.6% | +3.5% | -40.1% | -37.5% |
| 3M | -21.7% | -1.6% | -20.1% | -21.9% |
| 6M | +3.5% | -1.7% | +5.2% | +3.8% |
| YTD | +141.9% | -5.3% | +147.3% | +144.2% |
| 1Y | +189.8% | +27.2% | +162.6% | +173.7% |
| 3Y | +855.4% | +166.1% | +689.3% | +677.5% |
| All | +847.8% | +134.6% | +713.3% | +661.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling