+938.2%
MU vs BBY
-3.9%
+942.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.2% | -2.8% |
| 7D | +12.8% | +4.5% | +8.3% | +11.1% |
| 30D | -14.9% | +16.8% | -31.7% | -20.0% |
| 3M | -18.0% | +23.2% | -41.3% | -25.2% |
| 6M | -3.1% | +91.9% | -95.1% | -27.5% |
| YTD | +172.9% | +61.6% | +111.3% | +115.1% |
| 1Y | +228.8% | +43.9% | +185.0% | +173.6% |
| 3Y | +950.8% | +88.6% | +862.2% | +634.1% |
| All | +938.2% | -3.9% | +942.1% | +719.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling