+893.4%
MU vs C
+113.1%
+780.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.5% | +3.8% | +4.4% |
| 7D | -12.0% | -0.9% | -11.1% | -10.9% |
| 30D | -28.7% | -5.4% | -23.3% | -25.5% |
| 3M | -16.4% | -9.2% | -7.3% | -10.4% |
| 6M | -1.8% | -1.8% | 0.0% | +0.4% |
| YTD | +157.1% | +6.7% | +150.4% | +143.5% |
| 1Y | +208.5% | +23.5% | +185.0% | +162.8% |
| 3Y | +906.2% | +219.8% | +686.4% | +346.2% |
| 5Y | +893.4% | +112.4% | +781.0% | +473.9% |
| All | +893.4% | +113.1% | +780.3% | +473.9% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 5y: compounded portfolio wealth divided by compounded C 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…
5y analysis · Full analysis span regression · 6 months rolling