+3,971.9%
MU vs BN
+271.1%
+3,700.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.7% |
| 7D | -22.0% | +5.3% | -27.4% | -25.2% |
| 30D | -36.6% | +11.9% | -48.5% | -41.8% |
| 3M | -21.7% | -5.7% | -16.0% | -19.3% |
| 6M | +3.5% | -10.6% | +14.2% | +10.0% |
| YTD | +141.9% | -9.4% | +151.3% | +152.0% |
| 1Y | +189.8% | -8.8% | +198.6% | +201.0% |
| 3Y | +855.4% | +95.6% | +759.7% | +489.9% |
| 5Y | +869.2% | +30.2% | +839.0% | +673.4% |
| All | +3,971.9% | +271.1% | +3,700.9% | +1,582.8% |
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