+4,277.4%
MU vs EXR
+205.9%
+4,071.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -15.2% | +1.7% | -16.9% | -15.6% |
| 30D | -29.5% | +18.0% | -47.6% | -32.6% |
| 3M | -15.8% | +9.7% | -25.4% | -18.0% |
| 6M | -2.9% | +13.4% | -16.3% | -7.1% |
| YTD | +154.2% | +26.3% | +128.0% | +134.7% |
| 1Y | +186.6% | +27.6% | +159.0% | +163.4% |
| 3Y | +871.5% | +52.2% | +819.3% | +733.2% |
| 5Y | +911.7% | -1.1% | +912.8% | +870.4% |
| 10Y | +4,277.4% | +216.8% | +4,060.6% | +3,307.3% |
| All | +4,277.4% | +205.9% | +4,071.5% | +3,307.3% |
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