+6,835.6%
MU vs DIA
+1,144.9%
+5,690.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.9% |
| 7D | +9.0% | -0.2% | +9.2% | +9.2% |
| 30D | +13.8% | -1.5% | +15.3% | +16.2% |
| 3M | +2.1% | +3.8% | -1.7% | -2.7% |
| 6M | +153.8% | +10.3% | +143.5% | +121.2% |
| YTD | +256.4% | +12.1% | +244.3% | +203.5% |
| 1Y | +719.8% | +18.6% | +701.1% | +545.6% |
| 3Y | +1,360.4% | +60.6% | +1,299.7% | +662.4% |
| 5Y | +1,312.4% | +64.4% | +1,248.0% | +628.3% |
| 10Y | +6,142.6% | +250.1% | +5,892.5% | +1,001.1% |
| All | +6,835.6% | +1,144.9% | +5,690.7% | +192.8% |
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 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