+4,558.1%
MU vs HIG
+1,002.1%
+3,556.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.4% |
| 7D | +9.0% | +0.3% | +8.7% | +8.8% |
| 30D | +13.8% | -3.2% | +17.0% | +14.7% |
| 3M | +2.1% | +9.1% | -7.1% | -1.7% |
| 6M | +153.8% | -1.8% | +155.6% | +151.1% |
| YTD | +256.4% | +1.8% | +254.6% | +248.1% |
| 1Y | +719.8% | +4.6% | +715.2% | +690.7% |
| 3Y | +1,360.4% | +101.6% | +1,258.7% | +1,044.2% |
| 5Y | +1,312.4% | +124.5% | +1,187.9% | +973.3% |
| 10Y | +6,142.6% | +317.8% | +5,824.8% | +3,709.5% |
| All | +4,558.1% | +1,002.1% | +3,556.0% | +1,671.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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