+68,550.7%
MU vs D
+2,488.7%
+66,062.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.2% | -17.3% | -17.4% |
| 7D | -29.7% | +6.9% | -36.7% | -31.7% |
| 30D | -37.2% | +12.3% | -49.5% | -40.4% |
| 3M | -26.5% | +3.0% | -29.5% | -27.9% |
| 6M | +2.6% | +12.8% | -10.2% | -4.0% |
| YTD | +130.1% | +22.6% | +107.6% | +107.3% |
| 1Y | +176.7% | +21.7% | +155.0% | +149.0% |
| 3Y | +813.1% | +83.9% | +729.2% | +559.5% |
| 5Y | +822.0% | +14.0% | +808.0% | +706.8% |
| 10Y | +3,936.2% | +45.6% | +3,890.6% | +2,828.3% |
| All | +68,550.7% | +2,488.7% | +66,062.0% | +8,636.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling