+822.0%
MU vs BA
-20.8%
+842.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.5% | -14.9% | -16.3% |
| 7D | -29.7% | -0.1% | -29.7% | -29.7% |
| 30D | -37.2% | -9.1% | -28.1% | -34.7% |
| 3M | -26.5% | -28.2% | +1.7% | -14.8% |
| 6M | +2.6% | -23.1% | +25.7% | +14.9% |
| YTD | +130.1% | -20.6% | +150.7% | +152.2% |
| 1Y | +176.7% | -12.7% | +189.4% | +189.7% |
| 3Y | +813.1% | -11.6% | +824.7% | +798.7% |
| 5Y | +822.0% | -23.1% | +845.1% | +779.1% |
| All | +822.0% | -20.8% | +842.7% | +779.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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