+3,971.9%
MU vs ENB
+100.6%
+3,871.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.7% | +6.3% |
| 7D | -22.0% | -5.2% | -16.8% | -19.9% |
| 30D | -36.6% | +2.2% | -38.8% | -37.4% |
| 3M | -21.7% | -8.1% | -13.7% | -18.8% |
| 6M | +3.5% | -11.2% | +14.7% | +8.3% |
| YTD | +141.9% | +2.0% | +139.9% | +133.1% |
| 1Y | +189.8% | +4.1% | +185.8% | +175.6% |
| 3Y | +855.4% | +64.7% | +790.6% | +590.5% |
| 5Y | +869.2% | +46.6% | +822.6% | +643.1% |
| All | +3,971.9% | +100.6% | +3,871.4% | +2,371.2% |
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