+4,277.4%
MU vs BN
+280.2%
+3,997.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.2% |
| 7D | -15.2% | +4.3% | -19.5% | -17.7% |
| 30D | -29.5% | +14.3% | -43.8% | -36.2% |
| 3M | -15.8% | -4.1% | -11.7% | -14.1% |
| 6M | -2.9% | -9.7% | +6.8% | +2.4% |
| YTD | +154.2% | -7.1% | +161.4% | +160.7% |
| 1Y | +186.6% | -7.4% | +194.0% | +194.9% |
| 3Y | +871.5% | +102.3% | +769.1% | +486.8% |
| 5Y | +911.7% | +35.9% | +875.7% | +684.4% |
| 10Y | +4,277.4% | +289.2% | +3,988.2% | +1,693.1% |
| All | +4,277.4% | +280.2% | +3,997.1% | +1,693.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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