+68,550.7%
MU vs EXPD
+30,870.6%
+37,680.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.5% | -13.0% | -15.7% |
| 7D | -29.7% | -4.8% | -24.9% | -28.1% |
| 30D | -37.2% | -1.5% | -35.7% | -36.6% |
| 3M | -26.5% | +4.1% | -30.6% | -27.5% |
| 6M | +2.6% | +24.0% | -21.5% | -5.6% |
| YTD | +130.1% | +27.4% | +102.7% | +107.5% |
| 1Y | +176.7% | +38.4% | +138.3% | +141.6% |
| 3Y | +813.1% | +73.2% | +739.9% | +623.7% |
| 5Y | +822.0% | +59.9% | +762.1% | +652.5% |
| 10Y | +3,936.2% | +319.9% | +3,616.2% | +2,228.0% |
| All | +68,550.7% | +30,870.6% | +37,680.1% | +22,685.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling