+4,271.9%
MU vs GLD
+205.3%
+4,066.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.4% | +5.6% |
| 7D | -12.0% | +4.9% | -17.0% | -13.7% |
| 30D | -28.7% | -1.3% | -27.4% | -28.4% |
| 3M | -16.4% | -4.8% | -11.7% | -15.0% |
| 6M | -1.8% | -12.5% | +10.7% | +2.3% |
| YTD | +157.1% | -4.2% | +161.3% | +164.1% |
| 1Y | +208.5% | +3.0% | +205.5% | +212.0% |
| 3Y | +906.2% | +109.1% | +797.0% | +812.7% |
| 5Y | +893.4% | +121.6% | +771.8% | +782.9% |
| 10Y | +4,271.9% | +212.2% | +4,059.7% | +4,330.6% |
| All | +4,271.9% | +205.3% | +4,066.5% | +4,330.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 GLD 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