+1,315.7%
MU vs ENB
+69.5%
+1,246.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +6.3% |
| 7D | +9.0% | -0.2% | +9.2% | +9.0% |
| 30D | +13.8% | -2.2% | +16.1% | +14.5% |
| 3M | +2.1% | -10.5% | +12.6% | +5.4% |
| 6M | +153.8% | -5.1% | +158.9% | +154.8% |
| YTD | +256.4% | +9.0% | +247.4% | +236.2% |
| 1Y | +719.8% | +8.2% | +711.5% | +673.7% |
| 3Y | +1,360.4% | +67.8% | +1,292.6% | +983.6% |
| All | +1,315.7% | +69.5% | +1,246.2% | +959.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling