+5,778.3%
MU vs FTV
+77.3%
+5,701.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.0% |
| 7D | +7.2% | -0.4% | +7.5% | +7.4% |
| 30D | +14.0% | -8.3% | +22.3% | +21.5% |
| 3M | +5.4% | -7.4% | +12.8% | +10.6% |
| 6M | +170.3% | -1.2% | +171.5% | +169.7% |
| YTD | +250.7% | +2.7% | +248.0% | +229.6% |
| 1Y | +662.1% | +18.4% | +643.7% | +536.8% |
| 3Y | +1,341.2% | -2.0% | +1,343.2% | +1,310.4% |
| 5Y | +1,319.3% | +3.4% | +1,315.9% | +1,218.2% |
| 10Y | +5,778.3% | +78.5% | +5,699.8% | +4,080.3% |
| All | +5,778.3% | +77.3% | +5,701.0% | +4,080.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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