+106,206.6%
MU vs EXC
+2,353.7%
+103,852.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.5% |
| 7D | +9.0% | +0.3% | +8.7% | +8.8% |
| 30D | +13.8% | -3.7% | +17.5% | +15.3% |
| 3M | +2.1% | -1.3% | +3.4% | +1.6% |
| 6M | +153.8% | -9.7% | +163.5% | +159.9% |
| YTD | +256.4% | +2.9% | +253.5% | +246.9% |
| 1Y | +719.8% | +4.4% | +715.4% | +691.6% |
| 3Y | +1,360.4% | +22.2% | +1,338.2% | +1,184.1% |
| 5Y | +1,312.4% | +46.7% | +1,265.7% | +1,035.0% |
| 10Y | +6,142.6% | +155.3% | +5,987.2% | +3,857.4% |
| All | +106,206.6% | +2,353.7% | +103,852.9% | +28,322.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling