+1,346.4%
MU vs BG
+84.9%
+1,261.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.8% |
| 7D | +7.5% | +0.5% | +7.0% | +7.3% |
| 30D | +19.4% | +10.3% | +9.0% | +16.4% |
| 3M | +9.8% | -1.9% | +11.7% | +10.0% |
| 6M | +164.1% | +5.2% | +158.9% | +159.6% |
| YTD | +260.3% | +41.2% | +219.2% | +228.6% |
| 1Y | +661.2% | +50.5% | +610.7% | +579.7% |
| 3Y | +1,380.8% | +19.9% | +1,360.9% | +1,262.6% |
| 5Y | +1,346.4% | +86.7% | +1,259.7% | +997.3% |
| All | +1,346.4% | +84.9% | +1,261.5% | +997.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 5y: compounded portfolio wealth divided by compounded BG 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…
5y analysis · Full analysis span regression · 6 months rolling