+106,206.6%
MU vs CDE
-89.5%
+106,296.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.3% |
| 7D | +9.0% | +0.5% | +8.5% | +8.9% |
| 30D | +13.8% | +21.9% | -8.0% | +11.1% |
| 3M | +2.1% | +14.9% | -12.9% | +0.6% |
| 6M | +153.8% | -10.5% | +164.3% | +156.2% |
| YTD | +256.4% | +19.3% | +237.1% | +247.8% |
| 1Y | +719.8% | +50.8% | +669.0% | +677.6% |
| 3Y | +1,360.4% | +782.3% | +578.0% | +1,033.8% |
| 5Y | +1,312.4% | +191.7% | +1,120.7% | +1,073.3% |
| 10Y | +6,142.6% | +57.6% | +6,084.9% | +4,886.3% |
| All | +106,206.6% | -89.5% | +106,296.1% | +72,564.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling