+5,778.3%
MU vs BB
+3.3%
+5,775.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.2% |
| 7D | +7.2% | +0.5% | +6.6% | +7.0% |
| 30D | +14.0% | -12.4% | +26.3% | +17.6% |
| 3M | +5.4% | -15.3% | +20.7% | +9.5% |
| 6M | +170.3% | +128.8% | +41.5% | +118.8% |
| YTD | +250.7% | +107.7% | +143.0% | +190.2% |
| 1Y | +662.1% | +103.9% | +558.2% | +528.4% |
| 3Y | +1,341.2% | +72.6% | +1,268.6% | +1,072.0% |
| 5Y | +1,319.3% | -24.3% | +1,343.6% | +1,220.3% |
| 10Y | +5,778.3% | +3.1% | +5,775.2% | +3,749.9% |
| All | +5,778.3% | +3.3% | +5,775.0% | +3,749.9% |
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