+14,200.5%
MU vs GM
+238.5%
+13,962.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +5.6% |
| 7D | +9.0% | +1.9% | +7.0% | +7.8% |
| 30D | +13.8% | -1.4% | +15.2% | +14.4% |
| 3M | +2.1% | +5.9% | -3.8% | -1.3% |
| 6M | +153.8% | +12.4% | +141.4% | +136.6% |
| YTD | +256.4% | +8.6% | +247.8% | +236.2% |
| 1Y | +719.8% | +52.6% | +667.1% | +535.4% |
| 3Y | +1,360.4% | +169.7% | +1,190.7% | +683.9% |
| 5Y | +1,312.4% | +87.5% | +1,224.9% | +793.6% |
| 10Y | +6,142.6% | +233.0% | +5,909.6% | +2,359.2% |
| All | +14,200.5% | +238.5% | +13,962.1% | +5,011.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling