+4,407.5%
MU vs ENB
+109.5%
+4,298.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.8% |
| 7D | +12.8% | +3.1% | +9.7% | +11.2% |
| 30D | -14.9% | +2.1% | -17.0% | -15.8% |
| 3M | -18.0% | -4.4% | -13.6% | -16.5% |
| 6M | -3.1% | -10.1% | +6.9% | +0.8% |
| YTD | +172.9% | +5.2% | +167.7% | +159.0% |
| 1Y | +228.8% | +4.2% | +224.6% | +213.1% |
| 3Y | +950.8% | +70.1% | +880.8% | +646.3% |
| 5Y | +931.3% | +59.4% | +871.9% | +655.0% |
| All | +4,407.5% | +109.5% | +4,298.0% | +2,399.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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