+1,773.8%
MU vs DOW
-11.5%
+1,785.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.9% |
| 7D | -12.0% | -9.4% | -2.6% | -7.9% |
| 30D | -28.7% | +8.9% | -37.7% | -31.6% |
| 3M | -16.4% | +6.7% | -23.2% | -19.7% |
| 6M | -1.8% | -14.2% | +12.4% | +3.2% |
| YTD | +157.1% | +36.9% | +120.1% | +99.8% |
| 1Y | +208.5% | +45.8% | +162.7% | +131.2% |
| 3Y | +906.2% | -23.9% | +930.1% | +949.7% |
| 5Y | +893.4% | -30.8% | +924.2% | +986.5% |
| All | +1,773.8% | -11.5% | +1,785.3% | +1,436.4% |
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