+6,028.8%
MU vs FN
+900.0%
+5,128.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +4.6% |
| 7D | +9.0% | -1.7% | +10.7% | +9.9% |
| 30D | +13.8% | -22.0% | +35.8% | +26.9% |
| 3M | +2.1% | -43.0% | +45.1% | +33.3% |
| 6M | +153.8% | -27.7% | +181.6% | +183.4% |
| YTD | +256.4% | -10.5% | +266.9% | +253.2% |
| 1Y | +719.8% | +12.5% | +707.3% | +625.8% |
| 3Y | +1,360.4% | +153.8% | +1,206.6% | +710.4% |
| 5Y | +1,312.4% | +288.0% | +1,024.4% | +488.0% |
| All | +6,028.8% | +900.0% | +5,128.8% | +1,413.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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