+83,071.7%
MU vs BA
+1,560.1%
+81,511.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.1% | -9.1% | -8.1% |
| 7D | -19.1% | +5.9% | -25.0% | -21.7% |
| 30D | -25.2% | -8.2% | -17.1% | -22.6% |
| 3M | -10.9% | -25.4% | +14.5% | +1.9% |
| 6M | +38.0% | -20.0% | +58.0% | +52.1% |
| YTD | +178.8% | -18.5% | +197.3% | +202.8% |
| 1Y | +265.1% | -10.6% | +275.8% | +277.8% |
| 3Y | +1,006.2% | -9.3% | +1,015.5% | +990.5% |
| 5Y | +1,027.5% | -16.9% | +1,044.4% | +1,013.7% |
| 10Y | +4,789.9% | +37.9% | +4,752.0% | +2,914.7% |
| All | +83,071.7% | +1,560.1% | +81,511.6% | +10,623.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling