+4,277.4%
MU vs EXC
+183.9%
+4,093.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -15.2% | +0.1% | -15.3% | -15.3% |
| 30D | -29.5% | +9.0% | -38.5% | -31.6% |
| 3M | -15.8% | +3.3% | -19.1% | -17.0% |
| 6M | -2.9% | +5.7% | -8.5% | -6.0% |
| YTD | +154.2% | +7.3% | +146.9% | +143.1% |
| 1Y | +186.6% | +2.9% | +183.7% | +178.2% |
| 3Y | +871.5% | +29.3% | +842.2% | +727.6% |
| 5Y | +911.7% | +40.1% | +871.6% | +704.0% |
| 10Y | +4,277.4% | +197.7% | +4,079.7% | +2,633.8% |
| All | +4,277.4% | +183.9% | +4,093.4% | +2,633.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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