+5,778.3%
MU vs BWA
+142.9%
+5,635.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.4% |
| 7D | +7.2% | +4.3% | +2.9% | +4.4% |
| 30D | +14.0% | -2.9% | +16.9% | +16.1% |
| 3M | +5.4% | -12.4% | +17.8% | +15.7% |
| 6M | +170.3% | +28.6% | +141.7% | +137.3% |
| YTD | +250.7% | +48.2% | +202.4% | +177.8% |
| 1Y | +662.1% | +50.9% | +611.2% | +496.8% |
| 3Y | +1,341.2% | +72.2% | +1,269.0% | +906.9% |
| 5Y | +1,319.3% | +91.1% | +1,228.3% | +812.0% |
| 10Y | +5,778.3% | +144.0% | +5,634.3% | +3,043.6% |
| All | +5,778.3% | +142.9% | +5,635.4% | +3,043.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BWA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling