+4,609.2%
MU vs EMB
+36.3%
+4,572.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.7% |
| 7D | +2.0% | -0.4% | +2.4% | +3.0% |
| 30D | -18.0% | +1.5% | -19.5% | -20.1% |
| 3M | -6.6% | -1.6% | -5.0% | -4.0% |
| 6M | +2.0% | -1.5% | +3.5% | +5.6% |
| YTD | +184.5% | -0.1% | +184.5% | +189.2% |
| 1Y | +236.9% | +0.5% | +236.3% | +239.7% |
| 3Y | +987.0% | +30.2% | +956.7% | +646.8% |
| 5Y | +1,014.6% | +8.6% | +1,006.1% | +946.3% |
| 10Y | +4,609.2% | +36.9% | +4,572.3% | +3,174.2% |
| All | +4,609.2% | +36.3% | +4,572.9% | +3,174.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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