+4,277.4%
MU vs BB
+28.9%
+4,248.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -15.2% | +11.6% | -26.8% | -17.5% |
| 30D | -29.5% | +2.6% | -32.1% | -30.0% |
| 3M | -15.8% | +3.5% | -19.3% | -17.2% |
| 6M | -2.9% | +43.5% | -46.4% | -12.1% |
| YTD | +154.2% | +141.2% | +13.1% | +101.3% |
| 1Y | +186.6% | +97.4% | +89.2% | +137.0% |
| 3Y | +871.5% | +151.1% | +720.4% | +624.4% |
| 5Y | +911.7% | -12.8% | +924.5% | +806.9% |
| 10Y | +4,277.4% | +27.5% | +4,249.9% | +2,621.5% |
| All | +4,277.4% | +28.9% | +4,248.5% | +2,621.5% |
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