+68,550.7%
MU vs C
+1,026.3%
+67,524.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -5.0% | -12.4% | -15.1% |
| 7D | -29.7% | -5.3% | -24.4% | -27.7% |
| 30D | -37.2% | -7.3% | -29.9% | -34.8% |
| 3M | -26.5% | -13.5% | -13.0% | -21.4% |
| 6M | +2.6% | -6.5% | +9.0% | +6.3% |
| YTD | +130.1% | +3.6% | +126.5% | +126.3% |
| 1Y | +176.7% | +18.9% | +157.8% | +155.7% |
| 3Y | +813.1% | +205.0% | +608.1% | +452.4% |
| 5Y | +822.0% | +109.4% | +712.6% | +556.8% |
| 10Y | +3,936.2% | +232.9% | +3,703.2% | +2,159.4% |
| All | +68,550.7% | +1,026.3% | +67,524.4% | +10,769.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling