+84,752.5%
MU vs BDX
+6,267.7%
+78,484.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.9% | +11.0% | +11.6% |
| 7D | +2.0% | +2.5% | -0.5% | +0.9% |
| 30D | -18.0% | +13.6% | -31.5% | -22.2% |
| 3M | -6.6% | +18.9% | -25.5% | -13.2% |
| 6M | +2.0% | +51.8% | -49.8% | -15.2% |
| YTD | +184.5% | +43.3% | +141.1% | +139.8% |
| 1Y | +236.9% | +48.0% | +188.9% | +180.2% |
| 3Y | +987.0% | +23.7% | +963.3% | +851.8% |
| 5Y | +1,014.6% | +24.9% | +989.7% | +855.8% |
| 10Y | +4,609.2% | +92.2% | +4,517.0% | +3,235.9% |
| All | +84,752.5% | +6,267.7% | +78,484.7% | +12,897.7% |
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