+847.8%
MU vs GEN
+32.5%
+815.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.6% | +7.8% | +5.7% |
| 7D | -22.0% | +2.3% | -24.3% | -22.5% |
| 30D | -36.6% | +33.1% | -69.6% | -41.1% |
| 3M | -21.7% | +6.5% | -28.2% | -23.8% |
| 6M | +3.5% | +53.8% | -50.2% | -12.7% |
| YTD | +141.9% | +11.2% | +130.7% | +127.0% |
| 1Y | +189.8% | +19.4% | +170.5% | +163.5% |
| 3Y | +855.4% | +81.0% | +774.3% | +661.4% |
| All | +847.8% | +32.5% | +815.4% | +707.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling