+1,315.7%
MU vs DOW
-37.6%
+1,353.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.0% | +9.1% | +7.3% |
| 7D | +9.0% | -2.4% | +11.4% | +9.9% |
| 30D | +13.8% | +0.4% | +13.4% | +13.3% |
| 3M | +2.1% | -14.4% | +16.5% | +7.9% |
| 6M | +153.8% | -7.0% | +160.8% | +147.2% |
| YTD | +256.4% | +30.2% | +226.2% | +180.8% |
| 1Y | +719.8% | +29.2% | +690.6% | +543.0% |
| 3Y | +1,360.4% | -36.7% | +1,397.1% | +1,643.1% |
| All | +1,315.7% | -37.6% | +1,353.2% | +1,597.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling