+1,315.7%
MU vs BN
+37.9%
+1,277.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.3% |
| 7D | +9.0% | -2.5% | +11.4% | +10.9% |
| 30D | +13.8% | -9.5% | +23.3% | +21.9% |
| 3M | +2.1% | -10.4% | +12.5% | +9.8% |
| 6M | +153.8% | -6.4% | +160.2% | +162.7% |
| YTD | +256.4% | -11.9% | +268.3% | +282.1% |
| 1Y | +719.8% | -8.6% | +728.4% | +756.1% |
| 3Y | +1,360.4% | +77.6% | +1,282.8% | +858.0% |
| All | +1,315.7% | +37.9% | +1,277.8% | +1,035.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling