+6,028.8%
MU vs EXPE
+179.6%
+5,849.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.7% |
| 7D | +9.0% | -9.5% | +18.5% | +12.6% |
| 30D | +13.8% | -6.6% | +20.4% | +15.9% |
| 3M | +2.1% | +31.4% | -29.3% | -9.6% |
| 6M | +153.8% | +35.2% | +118.6% | +118.4% |
| YTD | +256.4% | +5.8% | +250.6% | +232.3% |
| 1Y | +719.8% | +38.7% | +681.1% | +581.3% |
| 3Y | +1,360.4% | +175.8% | +1,184.6% | +792.6% |
| 5Y | +1,312.4% | +111.8% | +1,200.6% | +808.9% |
| All | +6,028.8% | +179.6% | +5,849.2% | +2,865.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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