+4,524.1%
MU vs ET
+161.1%
+4,363.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +21.6% | +3.0% | +18.6% | +20.1% |
| 30D | -16.2% | -3.5% | -12.8% | -14.9% |
| 3M | -12.4% | -5.6% | -6.8% | -10.3% |
| 6M | +4.2% | +0.5% | +3.7% | +3.2% |
| YTD | +180.0% | +26.3% | +153.6% | +149.7% |
| 1Y | +226.4% | +25.7% | +200.7% | +191.7% |
| 3Y | +969.7% | +85.1% | +884.6% | +731.9% |
| 5Y | +957.9% | +216.4% | +741.5% | +564.8% |
| All | +4,524.1% | +161.1% | +4,363.0% | +2,781.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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