+5,778.3%
MU vs BN
+259.6%
+5,518.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | +0.2% |
| 7D | +7.2% | -1.2% | +8.3% | +8.0% |
| 30D | +14.0% | -10.9% | +24.9% | +23.1% |
| 3M | +5.4% | -11.1% | +16.5% | +13.6% |
| 6M | +170.3% | -4.4% | +174.6% | +175.2% |
| YTD | +250.7% | -14.1% | +264.8% | +282.3% |
| 1Y | +662.1% | -11.1% | +673.2% | +711.3% |
| 3Y | +1,341.2% | +75.6% | +1,265.7% | +856.9% |
| 5Y | +1,319.3% | +35.8% | +1,283.6% | +1,008.3% |
| 10Y | +5,778.3% | +261.6% | +5,516.7% | +2,318.2% |
| All | +5,778.3% | +259.6% | +5,518.7% | +2,318.2% |
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