+4,271.9%
MU vs D
+42.1%
+4,229.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.3% |
| 7D | -12.0% | +0.8% | -12.8% | -12.2% |
| 30D | -28.7% | +10.7% | -39.4% | -29.8% |
| 3M | -16.4% | +2.3% | -18.7% | -16.8% |
| 6M | -1.8% | +12.5% | -14.3% | -4.0% |
| YTD | +157.1% | +20.1% | +137.0% | +148.0% |
| 1Y | +208.5% | +15.6% | +192.9% | +199.3% |
| 3Y | +906.2% | +75.2% | +831.0% | +775.0% |
| 5Y | +893.4% | +14.6% | +878.8% | +858.7% |
| 10Y | +4,271.9% | +43.8% | +4,228.1% | +4,173.0% |
| All | +4,271.9% | +42.1% | +4,229.7% | +4,173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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