+4,271.9%
MU vs BB
+33.0%
+4,238.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.5% | +0.8% | +4.8% |
| 7D | -12.0% | +15.0% | -27.0% | -15.1% |
| 30D | -28.7% | +3.5% | -32.2% | -29.4% |
| 3M | -16.4% | +2.7% | -19.1% | -17.7% |
| 6M | -1.8% | +44.7% | -46.5% | -11.4% |
| YTD | +157.1% | +143.3% | +13.8% | +103.1% |
| 1Y | +208.5% | +102.2% | +106.3% | +153.6% |
| 3Y | +906.2% | +156.1% | +750.0% | +646.7% |
| 5Y | +893.4% | -17.6% | +911.0% | +800.1% |
| 10Y | +4,271.9% | +29.0% | +4,242.9% | +2,609.4% |
| All | +4,271.9% | +33.0% | +4,238.8% | +2,609.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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