+106,206.6%
MU vs BDX
+5,351.6%
+100,855.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.7% |
| 7D | +9.0% | -2.5% | +11.5% | +10.0% |
| 30D | +13.8% | +8.3% | +5.6% | +10.3% |
| 3M | +2.1% | +24.4% | -22.3% | -7.6% |
| 6M | +153.8% | +9.2% | +144.6% | +139.8% |
| YTD | +256.4% | +22.7% | +233.7% | +220.9% |
| 1Y | +719.8% | +25.9% | +693.9% | +628.6% |
| 3Y | +1,360.4% | -10.5% | +1,370.8% | +1,355.9% |
| 5Y | +1,312.4% | +1.9% | +1,310.5% | +1,216.6% |
| 10Y | +6,142.6% | +58.7% | +6,083.9% | +4,687.0% |
| All | +106,206.6% | +5,351.6% | +100,855.0% | +17,289.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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