+4,407.5%
MU vs GEN
+152.9%
+4,254.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.2% |
| 7D | +12.8% | +2.0% | +10.8% | +12.2% |
| 30D | -14.9% | +27.7% | -42.6% | -21.6% |
| 3M | -18.0% | +3.3% | -21.3% | -20.3% |
| 6M | -3.1% | +31.8% | -34.9% | -14.9% |
| YTD | +172.9% | +13.5% | +159.4% | +150.4% |
| 1Y | +228.8% | +16.0% | +212.8% | +198.6% |
| 3Y | +950.8% | +70.6% | +880.3% | +729.5% |
| 5Y | +931.3% | +32.1% | +899.1% | +763.9% |
| All | +4,407.5% | +152.9% | +4,254.6% | +2,616.3% |
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