+2,133.0%
MU vs BLK
+14,736.0%
-12,603.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.8% |
| 7D | +12.8% | +3.7% | +9.1% | +10.5% |
| 30D | -14.9% | +13.9% | -28.7% | -21.0% |
| 3M | -18.0% | +3.9% | -22.0% | -20.1% |
| 6M | -3.1% | +13.0% | -16.1% | -11.1% |
| YTD | +172.9% | +16.1% | +156.8% | +146.2% |
| 1Y | +228.8% | +16.8% | +212.1% | +196.0% |
| 3Y | +950.8% | +97.7% | +853.2% | +607.3% |
| 5Y | +931.3% | +42.1% | +889.1% | +731.9% |
| 10Y | +4,417.7% | +321.3% | +4,096.4% | +1,928.2% |
| All | +2,133.0% | +14,736.0% | -12,603.0% | +280.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling