+4,609.2%
MU vs CB
+248.4%
+4,360.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.8% |
| 7D | +2.0% | -1.0% | +3.0% | +2.4% |
| 30D | -18.0% | +7.3% | -25.3% | -20.0% |
| 3M | -6.6% | +7.0% | -13.6% | -9.1% |
| 6M | +2.0% | +16.3% | -14.3% | -5.5% |
| YTD | +184.5% | +19.7% | +164.7% | +157.3% |
| 1Y | +236.9% | +27.8% | +209.1% | +194.9% |
| 3Y | +987.0% | +72.0% | +914.9% | +689.7% |
| 5Y | +1,014.6% | +104.9% | +909.8% | +626.0% |
| 10Y | +4,609.2% | +246.7% | +4,362.5% | +2,288.6% |
| All | +4,609.2% | +248.4% | +4,360.8% | +2,288.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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