+1,663.5%
MU vs DOW
-10.2%
+1,673.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +6.9% | +5.9% |
| 7D | -22.0% | -9.5% | -12.5% | -18.2% |
| 30D | -36.6% | +13.1% | -49.6% | -40.2% |
| 3M | -21.7% | +4.8% | -26.5% | -24.0% |
| 6M | +3.5% | -16.7% | +20.2% | +10.5% |
| YTD | +141.9% | +38.9% | +103.1% | +86.9% |
| 1Y | +189.8% | +48.3% | +141.6% | +115.5% |
| 3Y | +855.4% | -24.4% | +879.7% | +902.0% |
| 5Y | +869.2% | -29.2% | +898.4% | +949.2% |
| All | +1,663.5% | -10.2% | +1,673.7% | +1,337.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling