+8,660.6%
MU vs BIL
+30.4%
+8,630.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.3% |
| 7D | +9.0% | +0.1% | +8.9% | +9.7% |
| 30D | +13.8% | +0.3% | +13.5% | +16.6% |
| 3M | +2.1% | +0.9% | +1.1% | +9.5% |
| 6M | +153.8% | +1.8% | +152.0% | +189.7% |
| YTD | +256.4% | +2.4% | +253.9% | +324.7% |
| 1Y | +719.8% | +3.7% | +716.0% | +972.7% |
| 3Y | +1,360.4% | +14.2% | +1,346.2% | +3,929.3% |
| 5Y | +1,312.4% | +19.4% | +1,293.0% | +5,563.8% |
| 10Y | +6,142.6% | +25.2% | +6,117.4% | +38,648.5% |
| All | +8,660.6% | +30.4% | +8,630.2% | +65,445.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling