+83,071.7%
MU vs GD
+20,595.6%
+62,476.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.6% | -4.4% | -5.8% |
| 7D | -19.1% | +3.0% | -22.1% | -20.3% |
| 30D | -25.2% | +10.5% | -35.8% | -28.9% |
| 3M | -10.9% | -5.0% | -5.9% | -9.5% |
| 6M | +38.0% | +5.5% | +32.5% | +32.1% |
| YTD | +178.8% | +10.3% | +168.5% | +159.2% |
| 1Y | +265.1% | +8.2% | +257.0% | +242.8% |
| 3Y | +1,006.2% | +59.0% | +947.2% | +760.3% |
| 5Y | +1,027.5% | +104.3% | +923.2% | +666.2% |
| 10Y | +4,789.9% | +202.4% | +4,587.4% | +2,657.2% |
| All | +83,071.7% | +20,595.6% | +62,476.1% | +32,479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling