+2,591.7%
MU vs FND
+70.0%
+2,521.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | +0.2% |
| 7D | -15.2% | +6.8% | -22.0% | -17.5% |
| 30D | -29.5% | +13.1% | -42.6% | -33.4% |
| 3M | -15.8% | -13.1% | -2.7% | -12.5% |
| 6M | -2.9% | -0.6% | -2.3% | -6.0% |
| YTD | +154.2% | -15.5% | +169.8% | +158.4% |
| 1Y | +186.6% | -13.7% | +200.3% | +187.7% |
| 3Y | +871.5% | -35.0% | +906.5% | +949.6% |
| 5Y | +911.7% | -60.1% | +971.8% | +1,146.6% |
| All | +2,591.7% | +70.0% | +2,521.6% | +1,684.7% |
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