+2,769.3%
MU vs BLK
+13,188.7%
-10,419.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.5% |
| 7D | +7.2% | -2.4% | +9.6% | +8.6% |
| 30D | +14.0% | -3.1% | +17.1% | +15.8% |
| 3M | +5.4% | +10.7% | -5.3% | -1.8% |
| 6M | +170.3% | +15.9% | +154.4% | +144.9% |
| YTD | +250.7% | +4.0% | +246.6% | +237.2% |
| 1Y | +662.1% | +1.3% | +660.9% | +643.4% |
| 3Y | +1,341.2% | +69.6% | +1,271.6% | +957.6% |
| 5Y | +1,319.3% | +33.8% | +1,285.6% | +1,085.5% |
| 10Y | +5,778.3% | +276.2% | +5,502.1% | +2,715.3% |
| All | +2,769.3% | +13,188.7% | -10,419.4% | +420.9% |
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