+4,598.6%
MU vs ENB
+107.5%
+4,491.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.7% |
| 7D | +2.0% | -1.8% | +3.8% | +3.0% |
| 30D | -18.0% | +2.0% | -20.0% | -18.9% |
| 3M | -6.6% | -5.8% | -0.8% | -4.1% |
| 6M | +2.0% | -9.7% | +11.7% | +5.9% |
| YTD | +184.5% | +4.2% | +180.3% | +171.2% |
| 1Y | +236.9% | +3.2% | +233.6% | +222.3% |
| 3Y | +987.0% | +70.6% | +916.4% | +669.9% |
| 5Y | +1,014.6% | +55.1% | +959.5% | +727.8% |
| All | +4,598.6% | +107.5% | +4,491.0% | +2,516.9% |
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