+6,769.9%
MU vs BR
+1,481.8%
+5,288.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.9% |
| 7D | +12.8% | +1.1% | +11.7% | +12.0% |
| 30D | -14.9% | +14.4% | -29.2% | -23.3% |
| 3M | -18.0% | +12.4% | -30.5% | -26.3% |
| 6M | -3.1% | +35.4% | -38.6% | -26.8% |
| YTD | +172.9% | -12.2% | +185.1% | +175.0% |
| 1Y | +228.8% | -12.7% | +241.6% | +232.0% |
| 3Y | +950.8% | +14.3% | +936.6% | +732.4% |
| 5Y | +931.3% | +19.3% | +912.0% | +669.0% |
| 10Y | +4,417.7% | +278.1% | +4,139.6% | +1,135.0% |
| All | +6,769.9% | +1,481.8% | +5,288.0% | +455.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 all: compounded portfolio wealth divided by compounded BR 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…
all analysis · Full analysis span regression · 6 months rolling