+1,319.3%
MU vs GH
+22.3%
+1,297.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | +7.2% | -2.1% | +9.2% | +7.6% |
| 30D | +14.0% | -4.5% | +18.4% | +15.0% |
| 3M | +5.4% | +28.9% | -23.5% | -0.8% |
| 6M | +170.3% | +76.5% | +93.8% | +136.5% |
| YTD | +250.7% | +57.6% | +193.1% | +213.5% |
| 1Y | +662.1% | +167.5% | +494.6% | +502.6% |
| 3Y | +1,341.2% | +377.4% | +963.8% | +867.4% |
| 5Y | +1,319.3% | +23.8% | +1,295.5% | +948.1% |
| All | +1,319.3% | +22.3% | +1,297.1% | +948.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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