+5,778.3%
MU vs EIX
+23.2%
+5,755.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.5% | -6.1% | -2.8% |
| 7D | +7.2% | +0.9% | +6.3% | +6.7% |
| 30D | +14.0% | -13.5% | +27.5% | +16.5% |
| 3M | +5.4% | -15.3% | +20.6% | +8.2% |
| 6M | +170.3% | -15.3% | +185.6% | +176.5% |
| YTD | +250.7% | +2.7% | +247.9% | +235.6% |
| 1Y | +662.1% | +17.4% | +644.7% | +596.1% |
| 3Y | +1,341.2% | -1.3% | +1,342.5% | +1,259.7% |
| 5Y | +1,319.3% | +27.2% | +1,292.2% | +1,108.6% |
| 10Y | +5,778.3% | +22.7% | +5,755.6% | +4,484.1% |
| All | +5,778.3% | +23.2% | +5,755.1% | +4,484.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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