+4,277.4%
MU vs GEN
+151.0%
+4,126.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -15.2% | +1.0% | -16.2% | -15.5% |
| 30D | -29.5% | +29.1% | -58.6% | -35.4% |
| 3M | -15.8% | +2.9% | -18.7% | -18.1% |
| 6M | -2.9% | +33.6% | -36.5% | -15.2% |
| YTD | +154.2% | +12.0% | +142.2% | +134.1% |
| 1Y | +186.6% | +16.2% | +170.4% | +159.6% |
| 3Y | +871.5% | +65.1% | +806.4% | +674.9% |
| 5Y | +911.7% | +33.3% | +878.4% | +744.0% |
| 10Y | +4,277.4% | +149.7% | +4,127.7% | +2,574.8% |
| All | +4,277.4% | +151.0% | +4,126.4% | +2,574.8% |
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