+1,014.6%
MU vs EXR
-0.9%
+1,015.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.6% |
| 3M | -6.6% | +9.9% | -16.5% | -9.0% |
| 6M | +2.0% | +12.6% | -10.6% | -2.3% |
| YTD | +184.5% | +26.5% | +158.0% | +160.8% |
| 1Y | +236.9% | +24.5% | +212.4% | +210.3% |
| 3Y | +987.0% | +52.4% | +934.5% | +807.3% |
| 5Y | +1,014.6% | -1.5% | +1,016.2% | +967.2% |
| All | +1,014.6% | -0.9% | +1,015.5% | +967.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling