+2,657.1%
MU vs BB
+258.8%
+2,398.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -5.6% | +14.6% | +10.5% |
| 30D | +13.8% | -11.8% | +25.6% | +17.1% |
| 3M | +2.1% | -25.5% | +27.6% | +9.6% |
| 6M | +153.8% | +121.3% | +32.5% | +106.6% |
| YTD | +256.4% | +103.2% | +153.2% | +195.7% |
| 1Y | +719.8% | +102.6% | +617.1% | +575.3% |
| 3Y | +1,360.4% | +37.5% | +1,322.9% | +1,146.3% |
| 5Y | +1,312.4% | -30.4% | +1,342.9% | +1,261.2% |
| 10Y | +6,142.6% | 0.0% | +6,142.6% | +4,302.5% |
| All | +2,657.1% | +258.8% | +2,398.2% | +1,029.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling