+68,550.7%
MU vs EXC
+2,516.2%
+66,034.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +0.6% | -18.1% | -17.7% |
| 7D | -29.7% | +1.4% | -31.1% | -30.2% |
| 30D | -37.2% | +11.6% | -48.8% | -39.9% |
| 3M | -26.5% | +2.7% | -29.2% | -27.6% |
| 6M | +2.6% | +2.7% | -0.1% | -0.1% |
| YTD | +130.1% | +9.7% | +120.4% | +117.7% |
| 1Y | +176.7% | +4.5% | +172.2% | +166.3% |
| 3Y | +813.1% | +28.5% | +784.6% | +685.6% |
| 5Y | +822.0% | +43.9% | +778.0% | +645.7% |
| 10Y | +3,936.2% | +183.7% | +3,752.4% | +2,349.3% |
| All | +68,550.7% | +2,516.2% | +66,034.4% | +17,739.7% |
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