+5,557.4%
MU vs BIL
+30.3%
+5,527.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | 0.0% | -17.5% | -17.4% |
| 7D | -29.7% | -0.3% | -29.5% | -31.1% |
| 30D | -37.2% | 0.0% | -37.2% | -37.3% |
| 3M | -26.5% | +0.3% | -26.8% | -24.8% |
| 6M | +2.6% | +1.2% | +1.4% | +12.0% |
| YTD | +130.1% | +2.4% | +127.7% | +174.0% |
| 1Y | +176.7% | +3.0% | +173.7% | +244.2% |
| 3Y | +813.1% | +13.1% | +800.0% | +2,243.2% |
| 5Y | +822.0% | +19.4% | +802.6% | +3,598.8% |
| 10Y | +3,936.2% | +25.2% | +3,911.0% | +24,887.2% |
| All | +5,557.4% | +30.3% | +5,527.1% | +42,212.3% |
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