+9,258.5%
MU vs GNRC
+2,127.0%
+7,131.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.1% |
| 7D | +12.8% | +7.9% | +4.9% | +9.7% |
| 30D | -14.9% | -3.7% | -11.2% | -12.9% |
| 3M | -18.0% | -11.9% | -6.1% | -13.9% |
| 6M | -3.1% | -28.6% | +25.5% | +11.6% |
| YTD | +172.9% | +39.9% | +133.0% | +144.0% |
| 1Y | +228.8% | +23.4% | +205.5% | +206.6% |
| 3Y | +950.8% | +84.2% | +866.6% | +728.1% |
| 5Y | +931.3% | -57.3% | +988.6% | +1,147.3% |
| 10Y | +4,417.7% | +376.8% | +4,040.9% | +2,086.0% |
| All | +9,258.5% | +2,127.0% | +7,131.5% | +2,334.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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