+5,778.3%
MU vs BP
+126.3%
+5,652.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.7% |
| 7D | +7.2% | +0.9% | +6.2% | +6.7% |
| 30D | +14.0% | +9.1% | +4.8% | +9.5% |
| 3M | +5.4% | +3.9% | +1.5% | +2.7% |
| 6M | +170.3% | +13.6% | +156.6% | +148.8% |
| YTD | +250.7% | +34.0% | +216.6% | +196.5% |
| 1Y | +662.1% | +39.2% | +622.9% | +529.0% |
| 3Y | +1,341.2% | +36.4% | +1,304.8% | +1,087.9% |
| 5Y | +1,319.3% | +135.8% | +1,183.6% | +758.4% |
| 10Y | +5,778.3% | +125.0% | +5,653.3% | +3,793.9% |
| All | +5,778.3% | +126.3% | +5,652.0% | +3,793.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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