+4,271.9%
MU vs EXC
+176.1%
+4,095.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.2% |
| 7D | -12.0% | -1.7% | -10.3% | -11.7% |
| 30D | -28.7% | +9.3% | -38.1% | -30.9% |
| 3M | -16.4% | +1.0% | -17.5% | -17.1% |
| 6M | -1.8% | +5.9% | -7.7% | -5.0% |
| YTD | +157.1% | +7.6% | +149.4% | +145.6% |
| 1Y | +208.5% | +2.4% | +206.1% | +200.1% |
| 3Y | +906.2% | +30.2% | +875.9% | +754.8% |
| 5Y | +893.4% | +41.4% | +852.0% | +686.3% |
| 10Y | +4,271.9% | +183.8% | +4,088.1% | +2,583.4% |
| All | +4,271.9% | +176.1% | +4,095.8% | +2,583.4% |
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