+978.0%
MU vs BN
+100.0%
+878.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.9% |
| 7D | +21.6% | -0.3% | +21.9% | +21.9% |
| 30D | -16.2% | +13.6% | -29.8% | -24.4% |
| 3M | -12.4% | -6.7% | -5.7% | -8.5% |
| 6M | +4.2% | -9.0% | +13.2% | +10.2% |
| YTD | +180.0% | -8.8% | +188.7% | +191.5% |
| 1Y | +226.4% | -10.6% | +237.0% | +246.1% |
| All | +978.0% | +100.0% | +878.1% | +575.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling