+1,248.1%
MU vs BNY
+256.4%
+991.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +2.0% | -1.1% | +3.1% | +2.8% |
| 30D | +12.5% | +1.4% | +11.1% | +11.2% |
| 3M | +9.6% | +16.8% | -7.2% | -2.5% |
| 6M | +142.6% | +42.0% | +100.6% | +87.1% |
| YTD | +242.7% | +41.9% | +200.7% | +160.6% |
| 1Y | +599.3% | +59.2% | +540.1% | +388.2% |
| 3Y | +1,308.3% | +290.9% | +1,017.4% | +434.6% |
| All | +1,248.1% | +256.4% | +991.7% | +440.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling