+950.8%
MU vs IBN
+57.3%
+893.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +12.8% | +1.9% | +10.9% | +12.4% |
| 30D | -14.9% | +22.1% | -37.0% | -19.0% |
| 3M | -18.0% | +17.1% | -35.1% | -21.1% |
| 6M | -3.1% | +35.5% | -38.7% | -10.7% |
| YTD | +172.9% | +16.8% | +156.1% | +162.3% |
| 1Y | +228.8% | +12.4% | +216.4% | +218.9% |
| 3Y | +950.8% | +58.0% | +892.8% | +852.1% |
| All | +950.8% | +57.3% | +893.5% | +852.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling