+1,308.2%
MU vs BLK
+66.0%
+1,242.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.4% |
| 7D | -4.1% | -3.3% | -0.8% | -1.8% |
| 30D | +7.0% | -6.5% | +13.5% | +11.8% |
| 3M | -2.1% | +6.7% | -8.8% | -8.4% |
| 6M | +133.1% | +14.7% | +118.3% | +104.3% |
| YTD | +241.9% | +2.5% | +239.4% | +226.7% |
| 1Y | +548.8% | -2.8% | +551.5% | +545.4% |
| 3Y | +1,308.2% | +65.9% | +1,242.3% | +838.7% |
| All | +1,308.2% | +66.0% | +1,242.2% | +838.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling