+189.8%
MU vs BN
-9.2%
+199.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | -22.0% | +5.3% | -27.4% | -23.7% |
| 30D | -36.6% | +11.9% | -48.5% | -39.9% |
| 3M | -21.7% | -5.7% | -16.0% | -19.1% |
| 6M | +3.5% | -10.6% | +14.2% | +10.6% |
| YTD | +141.9% | -9.4% | +151.3% | +149.5% |
| 1Y | +189.8% | -8.8% | +198.6% | +197.9% |
| All | +189.8% | -9.2% | +199.1% | +197.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling