+4,277.4%
MU vs FLEX
+569.1%
+3,708.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | +0.5% |
| 7D | -15.2% | -13.6% | -1.6% | -7.1% |
| 30D | -29.5% | -36.5% | +7.0% | -7.7% |
| 3M | -15.8% | -36.4% | +20.7% | +9.3% |
| 6M | -2.9% | -46.5% | +43.6% | +43.5% |
| YTD | +154.2% | +25.9% | +128.3% | +112.9% |
| 1Y | +186.6% | +19.6% | +167.0% | +148.0% |
| 3Y | +871.5% | +287.0% | +584.5% | +331.6% |
| 5Y | +911.7% | +466.6% | +445.1% | +254.0% |
| 10Y | +4,277.4% | +626.9% | +3,650.4% | +1,108.5% |
| All | +4,277.4% | +569.1% | +3,708.2% | +1,108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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