+1,346.4%
MU vs GM
+78.5%
+1,267.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.1% | +3.9% |
| 7D | +7.5% | -1.1% | +8.6% | +8.0% |
| 30D | +19.4% | -4.6% | +23.9% | +21.8% |
| 3M | +9.8% | +0.2% | +9.6% | +9.2% |
| 6M | +164.1% | +12.6% | +151.5% | +147.8% |
| YTD | +260.3% | +3.7% | +256.6% | +249.6% |
| 1Y | +661.2% | +45.6% | +615.5% | +522.9% |
| 3Y | +1,380.8% | +162.0% | +1,218.9% | +762.8% |
| 5Y | +1,346.4% | +80.5% | +1,265.9% | +841.2% |
| All | +1,346.4% | +78.5% | +1,267.9% | +841.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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