+6,169.9%
MU vs IBN
+312.2%
+5,857.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.4% |
| 7D | +7.5% | -5.1% | +12.6% | +9.6% |
| 30D | +19.4% | -3.5% | +22.9% | +21.0% |
| 3M | +9.8% | +11.3% | -1.5% | +5.4% |
| 6M | +164.1% | +4.4% | +159.7% | +158.9% |
| YTD | +260.3% | -1.8% | +262.1% | +261.7% |
| 1Y | +661.2% | -8.0% | +669.2% | +680.2% |
| 3Y | +1,380.8% | +27.1% | +1,353.8% | +1,220.3% |
| 5Y | +1,346.4% | +54.5% | +1,291.9% | +1,089.3% |
| 10Y | +6,169.9% | +314.2% | +5,855.7% | +3,610.6% |
| All | +6,169.9% | +312.2% | +5,857.7% | +3,610.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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