+5,847.1%
MU vs BIL
+30.4%
+5,816.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.3% |
| 7D | -22.0% | -0.3% | -21.7% | -23.5% |
| 30D | -36.6% | 0.0% | -36.6% | -36.6% |
| 3M | -21.7% | +0.3% | -22.0% | -19.8% |
| 6M | +3.5% | +1.2% | +2.3% | +13.4% |
| YTD | +141.9% | +2.5% | +139.5% | +188.6% |
| 1Y | +189.8% | +3.0% | +186.8% | +261.0% |
| 3Y | +855.4% | +13.2% | +842.2% | +2,354.7% |
| 5Y | +869.2% | +19.4% | +849.7% | +3,796.5% |
| 10Y | +4,142.8% | +25.2% | +4,117.6% | +26,222.7% |
| All | +5,847.1% | +30.4% | +5,816.7% | +44,473.8% |
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 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