+5,975.2%
MU vs GEN
+158.5%
+5,816.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.8% |
| 7D | +9.0% | -1.2% | +10.2% | +9.4% |
| 30D | +13.8% | +10.1% | +3.7% | +9.9% |
| 3M | +2.1% | +16.1% | -14.0% | -4.4% |
| 6M | +153.8% | +38.9% | +115.0% | +121.4% |
| YTD | +256.4% | +14.4% | +242.0% | +231.0% |
| 1Y | +719.8% | +5.9% | +713.9% | +681.3% |
| 3Y | +1,360.4% | +58.8% | +1,301.6% | +1,096.3% |
| 5Y | +1,312.4% | +24.7% | +1,287.8% | +1,125.1% |
| All | +5,975.2% | +158.5% | +5,816.7% | +3,523.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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