+4,271.9%
MU vs BIL
+25.6%
+4,246.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.2% | +6.1% |
| 7D | -12.0% | +0.1% | -12.1% | -12.4% |
| 30D | -28.7% | 0.0% | -28.7% | -28.3% |
| 3M | -16.4% | +0.6% | -17.0% | -17.5% |
| 6M | -1.8% | +1.5% | -3.3% | -6.7% |
| YTD | +157.1% | +2.8% | +154.3% | +131.3% |
| 1Y | +208.5% | +3.3% | +205.2% | +172.8% |
| 3Y | +906.2% | +13.4% | +892.7% | +500.3% |
| 5Y | +893.4% | +19.8% | +873.6% | +371.4% |
| 10Y | +4,271.9% | +25.6% | +4,246.2% | +2,503.8% |
| All | +4,271.9% | +25.6% | +4,246.3% | +2,503.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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