+106,206.6%
MU vs DOC
+2,974.4%
+103,232.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.9% |
| 7D | +9.0% | -1.5% | +10.5% | +9.6% |
| 30D | +13.8% | -4.8% | +18.6% | +16.1% |
| 3M | +2.1% | +6.9% | -4.8% | -1.5% |
| 6M | +153.8% | +20.7% | +133.1% | +130.5% |
| YTD | +256.4% | +34.1% | +222.2% | +208.1% |
| 1Y | +719.8% | +22.6% | +697.1% | +634.6% |
| 3Y | +1,360.4% | +20.8% | +1,339.5% | +1,189.2% |
| 5Y | +1,312.4% | -24.9% | +1,337.3% | +1,416.6% |
| 10Y | +6,142.6% | -1.8% | +6,144.4% | +5,497.8% |
| All | +106,206.6% | +2,974.4% | +103,232.3% | +25,952.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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