+6,028.8%
MU vs CI
+145.0%
+5,883.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.5% |
| 7D | +9.0% | +1.3% | +7.7% | +8.5% |
| 30D | +13.8% | +4.4% | +9.4% | +12.2% |
| 3M | +2.1% | +0.7% | +1.4% | +1.0% |
| 6M | +153.8% | +0.3% | +153.5% | +150.0% |
| YTD | +256.4% | +3.8% | +252.6% | +246.8% |
| 1Y | +719.8% | -5.5% | +725.3% | +712.1% |
| 3Y | +1,360.4% | +8.1% | +1,352.3% | +1,205.6% |
| 5Y | +1,312.4% | +42.8% | +1,269.6% | +975.6% |
| All | +6,028.8% | +145.0% | +5,883.8% | +3,619.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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