+72,065.9%
MU vs BAX
+898.9%
+71,167.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.9% |
| 7D | -22.0% | +12.1% | -34.1% | -25.2% |
| 30D | -36.6% | +7.6% | -44.2% | -38.4% |
| 3M | -21.7% | -4.5% | -17.2% | -20.9% |
| 6M | +3.5% | +52.0% | -48.5% | -13.2% |
| YTD | +141.9% | +35.1% | +106.8% | +108.3% |
| 1Y | +189.8% | +43.7% | +146.1% | +142.8% |
| 3Y | +855.4% | -20.9% | +876.3% | +871.1% |
| 5Y | +869.2% | -63.5% | +932.7% | +1,190.9% |
| 10Y | +4,142.8% | -36.0% | +4,178.8% | +4,490.3% |
| All | +72,065.9% | +898.9% | +71,167.0% | +23,539.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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