+4,271.9%
MU vs DRI
+370.8%
+3,901.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.7% | +5.7% |
| 7D | -12.0% | +3.1% | -15.2% | -13.2% |
| 30D | -28.7% | +16.2% | -45.0% | -33.0% |
| 3M | -16.4% | +8.4% | -24.8% | -19.6% |
| 6M | -1.8% | +19.0% | -20.8% | -9.8% |
| YTD | +157.1% | +28.8% | +128.2% | +127.3% |
| 1Y | +208.5% | +33.1% | +175.4% | +168.6% |
| 3Y | +906.2% | +70.8% | +835.4% | +665.1% |
| 5Y | +893.4% | +74.2% | +819.2% | +644.6% |
| 10Y | +4,271.9% | +345.5% | +3,926.4% | +2,469.4% |
| All | +4,271.9% | +370.8% | +3,901.1% | +2,469.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling