+950.8%
MU vs DOW
-20.1%
+970.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +12.8% | +5.2% | +7.6% | +11.2% |
| 30D | -14.9% | +13.2% | -28.0% | -17.7% |
| 3M | -18.0% | +10.1% | -28.1% | -20.4% |
| 6M | -3.1% | -13.1% | +10.0% | +1.4% |
| YTD | +172.9% | +46.1% | +126.8% | +111.0% |
| 1Y | +228.8% | +50.0% | +178.8% | +150.8% |
| 3Y | +950.8% | -20.2% | +971.1% | +1,056.3% |
| All | +950.8% | -20.1% | +970.9% | +1,056.3% |
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