+4,277.4%
MU vs EWT
+414.5%
+3,862.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | +0.3% |
| 7D | -15.2% | -3.7% | -11.5% | -10.2% |
| 30D | -29.5% | -17.2% | -12.3% | -7.9% |
| 3M | -15.8% | -7.3% | -8.4% | -5.9% |
| 6M | -2.9% | -1.5% | -1.4% | +4.8% |
| YTD | +154.2% | +49.0% | +105.2% | +60.9% |
| 1Y | +186.6% | +50.6% | +136.0% | +80.4% |
| 3Y | +871.5% | +148.9% | +722.6% | +233.8% |
| 5Y | +911.7% | +116.1% | +795.6% | +325.1% |
| 10Y | +4,277.4% | +427.8% | +3,849.5% | +634.4% |
| All | +4,277.4% | +414.5% | +3,862.9% | +634.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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