+4,608.2%
MU vs DIA
+1,097.0%
+3,511.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.7% |
| 7D | -22.0% | -0.9% | -21.1% | -20.7% |
| 30D | -36.6% | +0.3% | -36.8% | -36.7% |
| 3M | -21.7% | -4.5% | -17.2% | -16.3% |
| 6M | +3.5% | +3.4% | +0.2% | -0.8% |
| YTD | +141.9% | +7.8% | +134.2% | +118.6% |
| 1Y | +189.8% | +10.7% | +179.1% | +152.2% |
| 3Y | +855.4% | +57.5% | +797.8% | +414.8% |
| 5Y | +869.2% | +53.7% | +815.4% | +452.9% |
| 10Y | +4,142.8% | +247.2% | +3,895.6% | +657.9% |
| All | +4,608.2% | +1,097.0% | +3,511.3% | +111.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling