+4,277.4%
MU vs FE
+110.9%
+4,166.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -15.2% | -0.5% | -14.7% | -15.1% |
| 30D | -29.5% | +4.3% | -33.8% | -30.4% |
| 3M | -15.8% | +0.4% | -16.2% | -16.0% |
| 6M | -2.9% | +6.9% | -9.8% | -5.1% |
| YTD | +154.2% | +8.0% | +146.2% | +147.1% |
| 1Y | +186.6% | +4.8% | +181.8% | +180.7% |
| 3Y | +871.5% | +49.0% | +822.5% | +737.1% |
| 5Y | +911.7% | +46.2% | +865.5% | +763.0% |
| 10Y | +4,277.4% | +120.9% | +4,156.5% | +3,735.7% |
| All | +4,277.4% | +110.9% | +4,166.5% | +3,735.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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