+938.2%
MU vs CDE
+95.5%
+842.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.0% |
| 7D | +12.8% | -9.6% | +22.4% | +15.4% |
| 30D | -14.9% | -6.7% | -8.2% | -13.7% |
| 3M | -18.0% | -24.2% | +6.2% | -13.1% |
| 6M | -3.1% | -29.1% | +26.0% | +3.9% |
| YTD | +172.9% | -21.5% | +194.4% | +183.5% |
| 1Y | +228.8% | -7.4% | +236.2% | +230.5% |
| 3Y | +950.8% | +596.3% | +354.5% | +647.8% |
| All | +938.2% | +95.5% | +842.8% | +735.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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