+4,524.1%
MU vs GEN
+147.0%
+4,377.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.7% |
| 7D | +21.6% | -3.0% | +24.6% | +22.7% |
| 30D | -16.2% | +24.7% | -40.9% | -22.3% |
| 3M | -12.4% | +4.1% | -16.5% | -15.1% |
| 6M | +4.2% | +36.0% | -31.8% | -9.6% |
| YTD | +180.0% | +10.9% | +169.1% | +158.7% |
| 1Y | +226.4% | +12.2% | +214.2% | +199.8% |
| 3Y | +969.7% | +63.3% | +906.4% | +756.3% |
| 5Y | +957.9% | +29.0% | +928.9% | +792.6% |
| All | +4,524.1% | +147.0% | +4,377.1% | +2,706.5% |
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