+847.8%
MU vs BIL
+19.4%
+828.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.0% |
| 7D | -22.0% | -0.3% | -21.7% | -21.2% |
| 30D | -36.6% | 0.0% | -36.6% | -35.9% |
| 3M | -21.7% | +0.3% | -22.0% | -21.6% |
| 6M | +3.5% | +1.2% | +2.3% | -0.6% |
| YTD | +141.9% | +2.5% | +139.5% | +115.3% |
| 1Y | +189.8% | +3.0% | +186.8% | +150.9% |
| 3Y | +855.4% | +13.2% | +842.2% | +255.9% |
| All | +847.8% | +19.4% | +828.4% | +79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling