+4,271.9%
MU vs DIA
+248.4%
+4,023.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.1% | +3.1% |
| 7D | -12.0% | +0.8% | -12.8% | -12.7% |
| 30D | -28.7% | +1.4% | -30.2% | -29.9% |
| 3M | -16.4% | -2.7% | -13.8% | -13.0% |
| 6M | -1.8% | +6.2% | -8.0% | -9.5% |
| YTD | +157.1% | +10.1% | +147.0% | +125.8% |
| 1Y | +208.5% | +13.0% | +195.5% | +161.6% |
| 3Y | +906.2% | +61.9% | +844.3% | +433.5% |
| 5Y | +893.4% | +57.1% | +836.3% | +460.7% |
| 10Y | +4,271.9% | +240.9% | +4,031.0% | +736.3% |
| All | +4,271.9% | +248.4% | +4,023.4% | +736.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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