+3,971.9%
MU vs GEN
+157.3%
+3,814.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.6% | +7.8% | +5.9% |
| 7D | -22.0% | +2.3% | -24.3% | -22.7% |
| 30D | -36.6% | +33.1% | -69.6% | -42.4% |
| 3M | -21.7% | +6.5% | -28.2% | -24.8% |
| 6M | +3.5% | +53.8% | -50.2% | -14.0% |
| YTD | +141.9% | +11.2% | +130.7% | +123.2% |
| 1Y | +189.8% | +19.4% | +170.5% | +159.8% |
| 3Y | +855.4% | +81.0% | +774.3% | +636.6% |
| 5Y | +869.2% | +33.4% | +835.7% | +707.6% |
| All | +3,971.9% | +157.3% | +3,814.7% | +2,387.6% |
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