+906.2%
MU vs DE
+92.6%
+813.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.3% | +5.0% |
| 7D | -12.0% | +3.5% | -15.6% | -13.2% |
| 30D | -28.7% | +11.3% | -40.1% | -31.9% |
| 3M | -16.4% | +11.6% | -28.1% | -20.8% |
| 6M | -1.8% | +20.9% | -22.7% | -9.9% |
| YTD | +157.1% | +49.7% | +107.4% | +107.5% |
| 1Y | +208.5% | +49.5% | +159.0% | +147.1% |
| 3Y | +906.2% | +94.7% | +811.5% | +606.1% |
| All | +906.2% | +92.6% | +813.6% | +606.1% |
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