+1,821.3%
MU vs BE
+1,382.5%
+438.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.6% | -11.2% | -3.6% |
| 7D | +7.2% | +29.8% | -22.6% | +1.4% |
| 30D | +14.0% | +26.4% | -12.4% | +8.3% |
| 3M | +5.4% | +9.3% | -3.9% | +2.5% |
| 6M | +170.3% | +105.1% | +65.2% | +131.5% |
| YTD | +250.7% | +219.0% | +31.6% | +175.3% |
| 1Y | +662.1% | +418.8% | +243.4% | +439.5% |
| 3Y | +1,341.2% | +1,784.6% | -443.4% | +657.9% |
| 5Y | +1,319.3% | +1,251.0% | +68.4% | +646.1% |
| All | +1,821.3% | +1,382.5% | +438.8% | +696.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling