+4,609.2%
MU vs EXR
+217.4%
+4,391.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.8% |
| 7D | +2.0% | -1.1% | +3.2% | +2.3% |
| 30D | -18.0% | +18.8% | -36.7% | -21.7% |
| 3M | -6.6% | +9.9% | -16.5% | -9.1% |
| 6M | +2.0% | +12.6% | -10.6% | -2.2% |
| YTD | +184.5% | +26.5% | +158.0% | +162.6% |
| 1Y | +236.9% | +24.5% | +212.4% | +212.1% |
| 3Y | +987.0% | +52.4% | +934.5% | +832.0% |
| 5Y | +1,014.6% | -1.5% | +1,016.2% | +970.5% |
| 10Y | +4,609.2% | +216.0% | +4,393.2% | +3,575.7% |
| All | +4,609.2% | +217.4% | +4,391.8% | +3,575.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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