+5,975.2%
MU vs EW
+130.4%
+5,844.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.0% |
| 7D | +9.0% | -0.3% | +9.3% | +9.1% |
| 30D | +13.8% | +1.0% | +12.8% | +13.1% |
| 3M | +2.1% | +2.8% | -0.7% | +0.2% |
| 6M | +153.8% | +5.5% | +148.3% | +145.2% |
| YTD | +256.4% | +5.5% | +250.9% | +244.5% |
| 1Y | +719.8% | +11.0% | +708.7% | +671.1% |
| 3Y | +1,360.4% | +17.7% | +1,342.7% | +1,159.5% |
| 5Y | +1,312.4% | -25.7% | +1,338.2% | +1,384.0% |
| All | +5,975.2% | +130.4% | +5,844.8% | +3,702.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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