+5,778.3%
MU vs GE
+151.9%
+5,626.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -1.0% | -1.3% |
| 7D | +7.2% | +1.2% | +6.0% | +6.6% |
| 30D | +14.0% | -9.5% | +23.5% | +19.4% |
| 3M | +5.4% | +4.1% | +1.3% | +3.2% |
| 6M | +170.3% | +3.9% | +166.3% | +163.6% |
| YTD | +250.7% | +9.0% | +241.6% | +233.6% |
| 1Y | +662.1% | +21.9% | +640.2% | +587.9% |
| 3Y | +1,341.2% | +281.8% | +1,059.4% | +670.5% |
| 5Y | +1,319.3% | +436.7% | +882.6% | +542.9% |
| 10Y | +5,778.3% | +151.5% | +5,626.8% | +2,762.5% |
| All | +5,778.3% | +151.9% | +5,626.4% | +2,762.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling