+4,277.4%
MU vs GLW
+518.6%
+3,758.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | +1.3% |
| 7D | -15.2% | -11.1% | -4.1% | -7.0% |
| 30D | -29.5% | -28.4% | -1.1% | -9.6% |
| 3M | -15.8% | -28.8% | +13.0% | +5.7% |
| 6M | -2.9% | -39.8% | +36.9% | +35.3% |
| YTD | +154.2% | +28.7% | +125.5% | +87.8% |
| 1Y | +186.6% | +27.7% | +158.9% | +113.5% |
| 3Y | +871.5% | +331.3% | +540.1% | +182.3% |
| 5Y | +911.7% | +233.4% | +678.2% | +256.8% |
| 10Y | +4,277.4% | +521.8% | +3,755.6% | +682.3% |
| All | +4,277.4% | +518.6% | +3,758.8% | +682.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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