+8,871.7%
MU vs BR
+1,321.0%
+7,550.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.5% | +8.4% |
| 7D | +9.0% | -5.3% | +14.3% | +12.8% |
| 30D | +13.8% | +6.4% | +7.4% | +8.1% |
| 3M | +2.1% | +13.6% | -11.6% | -10.3% |
| 6M | +153.8% | -6.7% | +160.5% | +151.3% |
| YTD | +256.4% | -21.1% | +277.5% | +294.2% |
| 1Y | +719.8% | -29.6% | +749.3% | +879.6% |
| 3Y | +1,360.4% | -2.4% | +1,362.7% | +1,217.5% |
| 5Y | +1,312.4% | +11.2% | +1,301.2% | +1,014.0% |
| 10Y | +6,142.6% | +191.8% | +5,950.8% | +2,023.8% |
| All | +8,871.7% | +1,321.0% | +7,550.7% | +696.3% |
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