+106,206.6%
MU vs B
+803.7%
+105,402.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.3% |
| 7D | +9.0% | -1.6% | +10.6% | +9.1% |
| 30D | +13.8% | +9.4% | +4.4% | +12.7% |
| 3M | +2.1% | +5.0% | -2.9% | +1.7% |
| 6M | +153.8% | -3.5% | +157.4% | +154.7% |
| YTD | +256.4% | +4.5% | +251.9% | +255.1% |
| 1Y | +719.8% | +67.8% | +652.0% | +686.7% |
| 3Y | +1,360.4% | +196.7% | +1,163.7% | +1,237.5% |
| 5Y | +1,312.4% | +151.9% | +1,160.5% | +1,198.0% |
| 10Y | +6,142.6% | +202.2% | +5,940.4% | +5,473.2% |
| All | +106,206.6% | +803.7% | +105,402.9% | +117,306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling