+5,731.6%
MU vs BNS
+188.9%
+5,542.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.7% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | +7.0% | +3.5% | +3.6% | +3.8% |
| 3M | -2.1% | +14.1% | -16.1% | -12.0% |
| 6M | +133.1% | +33.8% | +99.3% | +84.4% |
| YTD | +241.9% | +29.5% | +212.4% | +176.9% |
| 1Y | +548.8% | +48.4% | +500.3% | +371.3% |
| 3Y | +1,308.2% | +129.6% | +1,178.6% | +614.5% |
| 5Y | +1,260.7% | +96.1% | +1,164.6% | +686.8% |
| All | +5,731.6% | +188.9% | +5,542.7% | +2,562.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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