+4,407.5%
MU vs IBN
+385.6%
+4,021.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.7% |
| 7D | +12.8% | +1.9% | +10.9% | +12.0% |
| 30D | -14.9% | +22.1% | -37.0% | -21.8% |
| 3M | -18.0% | +17.1% | -35.1% | -23.5% |
| 6M | -3.1% | +35.5% | -38.7% | -14.8% |
| YTD | +172.9% | +16.8% | +156.1% | +154.2% |
| 1Y | +228.8% | +12.4% | +216.4% | +210.8% |
| 3Y | +950.8% | +58.0% | +892.8% | +750.7% |
| 5Y | +931.3% | +73.7% | +857.5% | +699.5% |
| All | +4,407.5% | +385.6% | +4,021.9% | +2,318.3% |
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