+1,433.9%
MU vs BE
+979.8%
+454.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -0.8% |
| 7D | +21.6% | +20.5% | +1.1% | +17.1% |
| 30D | -16.2% | -23.4% | +7.1% | -11.4% |
| 3M | -12.4% | -14.9% | +2.5% | -10.0% |
| 6M | +4.2% | -28.1% | +32.2% | +9.7% |
| YTD | +180.0% | +132.4% | +47.6% | +133.8% |
| 1Y | +226.4% | +59.4% | +167.0% | +187.8% |
| 3Y | +969.7% | +1,815.8% | -846.1% | +470.7% |
| 5Y | +957.9% | +491.3% | +466.6% | +541.9% |
| All | +1,433.9% | +979.8% | +454.0% | +576.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling