+855.4%
MU vs DOW
-24.9%
+880.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +6.9% | +5.6% |
| 7D | -22.0% | -9.5% | -12.5% | -19.6% |
| 30D | -36.6% | +13.1% | -49.6% | -38.8% |
| 3M | -21.7% | +4.8% | -26.5% | -23.0% |
| 6M | +3.5% | -16.7% | +20.2% | +9.5% |
| YTD | +141.9% | +38.9% | +103.1% | +89.7% |
| 1Y | +189.8% | +48.3% | +141.6% | +119.1% |
| 3Y | +855.4% | -24.4% | +879.7% | +962.5% |
| All | +855.4% | -24.9% | +880.3% | +962.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling