+5,778.3%
MU vs EL
+31.4%
+5,746.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.7% |
| 7D | +7.2% | +1.7% | +5.5% | +6.4% |
| 30D | +14.0% | +15.5% | -1.5% | +5.9% |
| 3M | +5.4% | +20.6% | -15.2% | -4.6% |
| 6M | +170.3% | +10.5% | +159.8% | +150.6% |
| YTD | +250.7% | -1.9% | +252.5% | +236.3% |
| 1Y | +662.1% | +16.1% | +646.0% | +567.2% |
| 3Y | +1,341.2% | -30.2% | +1,371.4% | +1,361.5% |
| 5Y | +1,319.3% | -67.4% | +1,386.7% | +2,155.9% |
| 10Y | +5,778.3% | +31.2% | +5,747.1% | +3,971.3% |
| All | +5,778.3% | +31.4% | +5,746.9% | +3,971.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling