+106,206.6%
MU vs BAC
+1,396.9%
+104,809.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +1.1% | +7.9% | +8.4% |
| 30D | +13.8% | -0.4% | +14.2% | +13.8% |
| 3M | +2.1% | +16.9% | -14.8% | -5.2% |
| 6M | +153.8% | +26.6% | +127.2% | +126.5% |
| YTD | +256.4% | +15.8% | +240.6% | +230.1% |
| 1Y | +719.8% | +27.2% | +692.6% | +626.3% |
| 3Y | +1,360.4% | +132.4% | +1,228.0% | +889.6% |
| 5Y | +1,312.4% | +72.6% | +1,239.8% | +985.7% |
| 10Y | +6,142.6% | +389.7% | +5,752.8% | +2,915.4% |
| All | +106,206.6% | +1,396.9% | +104,809.8% | +23,976.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling