+3,714.6%
MU vs FND
+57.3%
+3,657.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +7.5% | -0.8% | +8.3% | +7.8% |
| 30D | +19.4% | -19.6% | +39.0% | +29.2% |
| 3M | +9.8% | -4.3% | +14.2% | +9.7% |
| 6M | +164.1% | -20.4% | +184.6% | +180.3% |
| YTD | +260.3% | -21.9% | +282.2% | +281.5% |
| 1Y | +661.2% | -45.2% | +706.4% | +822.2% |
| 3Y | +1,380.8% | -49.2% | +1,430.1% | +1,673.8% |
| 5Y | +1,346.4% | -61.8% | +1,408.2% | +1,724.5% |
| All | +3,714.6% | +57.3% | +3,657.3% | +2,534.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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