+1,852.6%
MU vs BE
+1,252.2%
+600.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.4% | -1.3% | +4.6% |
| 7D | +9.0% | +20.0% | -11.0% | +4.9% |
| 30D | +13.8% | +7.9% | +5.9% | +11.8% |
| 3M | +2.1% | -13.2% | +15.3% | +4.1% |
| 6M | +153.8% | +53.5% | +100.3% | +129.7% |
| YTD | +256.4% | +191.0% | +65.4% | +185.5% |
| 1Y | +719.8% | +360.5% | +359.2% | +494.7% |
| 3Y | +1,360.4% | +1,568.0% | -207.6% | +687.4% |
| 5Y | +1,312.4% | +1,055.2% | +257.2% | +664.3% |
| All | +1,852.6% | +1,252.2% | +600.4% | +726.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling