+8,036.7%
MU vs FE
+561.4%
+7,475.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | +9.0% | +1.9% | +7.0% | +8.2% |
| 30D | +13.8% | -1.2% | +15.0% | +14.3% |
| 3M | +2.1% | +3.5% | -1.4% | +0.2% |
| 6M | +153.8% | -6.1% | +159.9% | +157.6% |
| YTD | +256.4% | +7.6% | +248.8% | +243.2% |
| 1Y | +719.8% | +11.9% | +707.8% | +675.7% |
| 3Y | +1,360.4% | +48.4% | +1,311.9% | +1,102.2% |
| 5Y | +1,312.4% | +44.8% | +1,267.6% | +1,052.3% |
| 10Y | +6,142.6% | +115.9% | +6,026.7% | +3,975.3% |
| All | +8,036.7% | +561.4% | +7,475.2% | +3,289.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling