+4,277.4%
MU vs BAC
+247.0%
+4,030.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -15.2% | +2.1% | -17.3% | -16.1% |
| 30D | -29.5% | -6.7% | -22.8% | -26.2% |
| 3M | -15.8% | -20.2% | +4.5% | -3.0% |
| 6M | -2.9% | -0.2% | -2.7% | -3.7% |
| YTD | +154.2% | -6.4% | +160.6% | +160.6% |
| 1Y | +186.6% | -3.1% | +189.7% | +187.5% |
| 3Y | +871.5% | +96.7% | +774.7% | +514.4% |
| 5Y | +911.7% | +21.3% | +890.4% | +757.9% |
| 10Y | +4,277.4% | +237.7% | +4,039.6% | +2,101.5% |
| All | +4,277.4% | +247.0% | +4,030.4% | +2,101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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