+4,277.4%
MU vs ETR
+369.0%
+3,908.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -15.2% | +2.6% | -17.8% | -15.9% |
| 30D | -29.5% | +8.7% | -38.2% | -31.6% |
| 3M | -15.8% | +6.4% | -22.1% | -17.7% |
| 6M | -2.9% | +0.7% | -3.6% | -3.4% |
| YTD | +154.2% | +23.0% | +131.2% | +134.3% |
| 1Y | +186.6% | +17.9% | +168.7% | +168.4% |
| 3Y | +871.5% | +154.9% | +716.6% | +585.7% |
| 5Y | +911.7% | +157.3% | +754.4% | +595.3% |
| 10Y | +4,277.4% | +373.4% | +3,904.0% | +2,898.5% |
| All | +4,277.4% | +369.0% | +3,908.4% | +2,898.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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