+106,206.6%
MU vs BTI
+6,053.3%
+100,153.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.4% |
| 7D | +9.0% | -1.4% | +10.4% | +9.4% |
| 30D | +13.8% | -6.6% | +20.4% | +15.9% |
| 3M | +2.1% | -3.0% | +5.1% | +1.6% |
| 6M | +153.8% | -6.7% | +160.5% | +154.6% |
| YTD | +256.4% | +0.6% | +255.8% | +249.6% |
| 1Y | +719.8% | +5.6% | +714.2% | +691.4% |
| 3Y | +1,360.4% | +110.3% | +1,250.0% | +1,019.0% |
| 5Y | +1,312.4% | +114.3% | +1,198.2% | +970.2% |
| 10Y | +6,142.6% | +67.7% | +6,074.9% | +4,871.6% |
| All | +106,206.6% | +6,053.3% | +100,153.3% | +42,928.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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