+1,341.2%
MU vs DE
+72.4%
+1,268.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.8% |
| 7D | +7.2% | +0.7% | +6.5% | +6.8% |
| 30D | +14.0% | +9.6% | +4.3% | +9.2% |
| 3M | +5.4% | +19.0% | -13.6% | -2.2% |
| 6M | +170.3% | +16.1% | +154.2% | +152.1% |
| YTD | +250.7% | +47.0% | +203.6% | +187.8% |
| 1Y | +662.1% | +43.1% | +619.0% | +529.9% |
| 3Y | +1,341.2% | +77.5% | +1,263.7% | +939.5% |
| All | +1,341.2% | +72.4% | +1,268.8% | +939.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 3y: compounded portfolio wealth divided by compounded DE 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…
3y analysis · Full analysis span regression · 6 months rolling