+5,778.3%
MU vs EMB
+29.2%
+5,749.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.4% |
| 7D | +7.2% | +0.3% | +6.9% | +6.6% |
| 30D | +14.0% | -0.5% | +14.5% | +14.9% |
| 3M | +5.4% | +0.3% | +5.1% | +5.3% |
| 6M | +170.3% | +1.2% | +169.1% | +168.3% |
| YTD | +250.7% | +1.5% | +249.2% | +247.2% |
| 1Y | +662.1% | +4.8% | +657.3% | +618.4% |
| 3Y | +1,341.2% | +30.4% | +1,310.9% | +889.3% |
| 5Y | +1,319.3% | +7.3% | +1,312.1% | +1,256.1% |
| 10Y | +5,778.3% | +29.7% | +5,748.6% | +4,353.7% |
| All | +5,778.3% | +29.2% | +5,749.1% | +4,353.7% |
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