+5,778.3%
MU vs DIA
+246.5%
+5,531.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | 0.0% |
| 7D | +7.2% | +0.1% | +7.1% | +7.0% |
| 30D | +14.0% | -2.1% | +16.0% | +17.2% |
| 3M | +5.4% | +4.2% | +1.2% | -0.3% |
| 6M | +170.3% | +11.9% | +158.4% | +131.0% |
| YTD | +250.7% | +10.8% | +239.8% | +204.3% |
| 1Y | +662.1% | +17.5% | +644.6% | +511.2% |
| 3Y | +1,341.2% | +59.9% | +1,281.3% | +673.6% |
| 5Y | +1,319.3% | +64.1% | +1,255.2% | +651.9% |
| 10Y | +5,778.3% | +246.2% | +5,532.1% | +1,043.0% |
| All | +5,778.3% | +246.5% | +5,531.8% | +1,043.0% |
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