+4,277.4%
MU vs EXPD
+329.8%
+3,947.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -15.2% | -7.4% | -7.8% | -10.2% |
| 30D | -29.5% | -2.1% | -27.4% | -28.1% |
| 3M | -15.8% | +5.7% | -21.5% | -18.6% |
| 6M | -2.9% | +21.4% | -24.2% | -14.8% |
| YTD | +154.2% | +27.6% | +126.6% | +111.3% |
| 1Y | +186.6% | +36.1% | +150.5% | +127.8% |
| 3Y | +871.5% | +69.9% | +801.6% | +539.2% |
| 5Y | +911.7% | +59.7% | +852.0% | +581.1% |
| 10Y | +4,277.4% | +323.0% | +3,954.3% | +1,444.4% |
| All | +4,277.4% | +329.8% | +3,947.5% | +1,444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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