+4,277.4%
MU vs BWA
+95.2%
+4,182.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | +0.2% |
| 7D | -15.2% | -2.4% | -12.8% | -13.2% |
| 30D | -29.5% | -17.7% | -11.8% | -19.3% |
| 3M | -15.8% | -27.0% | +11.2% | +3.5% |
| 6M | -2.9% | -17.3% | +14.4% | +12.7% |
| YTD | +154.2% | +12.9% | +141.4% | +140.4% |
| 1Y | +186.6% | +12.9% | +173.7% | +170.9% |
| 3Y | +871.5% | +62.1% | +809.4% | +622.6% |
| 5Y | +911.7% | +30.7% | +881.0% | +727.2% |
| 10Y | +4,277.4% | +89.2% | +4,188.2% | +2,645.1% |
| All | +4,277.4% | +95.2% | +4,182.2% | +2,645.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling