+1,315.7%
MU vs DIA
+64.7%
+1,251.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +7.0% |
| 7D | +9.0% | -0.2% | +9.2% | +9.2% |
| 30D | +13.8% | -1.5% | +15.3% | +16.5% |
| 3M | +2.1% | +3.8% | -1.7% | -3.5% |
| 6M | +153.8% | +10.3% | +143.5% | +117.2% |
| YTD | +256.4% | +12.1% | +244.3% | +196.9% |
| 1Y | +719.8% | +18.6% | +701.1% | +525.7% |
| 3Y | +1,360.4% | +60.6% | +1,299.7% | +619.1% |
| All | +1,315.7% | +64.7% | +1,251.0% | +588.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling