+5,731.6%
MU vs BNY
+416.3%
+5,315.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -4.1% | -1.3% | -2.7% | -3.2% |
| 30D | +7.0% | -0.2% | +7.2% | +6.9% |
| 3M | -2.1% | +14.9% | -17.0% | -11.4% |
| 6M | +133.1% | +40.0% | +93.1% | +84.2% |
| YTD | +241.9% | +42.0% | +199.9% | +164.7% |
| 1Y | +548.8% | +56.9% | +491.9% | +369.4% |
| 3Y | +1,308.2% | +289.9% | +1,018.3% | +455.9% |
| 5Y | +1,260.7% | +259.2% | +1,001.5% | +455.6% |
| All | +5,731.6% | +416.3% | +5,315.3% | +1,780.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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