+5,731.6%
MU vs BLK
+283.5%
+5,448.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.4% |
| 7D | -4.1% | -3.3% | -0.8% | -1.7% |
| 30D | +7.0% | -6.5% | +13.5% | +12.1% |
| 3M | -2.1% | +6.7% | -8.8% | -8.5% |
| 6M | +133.1% | +14.7% | +118.3% | +105.2% |
| YTD | +241.9% | +2.5% | +239.4% | +226.6% |
| 1Y | +548.8% | -2.8% | +551.5% | +543.4% |
| 3Y | +1,308.2% | +65.9% | +1,242.3% | +825.4% |
| 5Y | +1,260.7% | +33.0% | +1,227.7% | +942.2% |
| All | +5,731.6% | +283.5% | +5,448.1% | +2,084.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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