+2,595.9%
MU vs IGV
+970.9%
+1,625.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +8.5% |
| 7D | +9.0% | -4.5% | +13.5% | +14.0% |
| 30D | +13.8% | +3.2% | +10.6% | +8.1% |
| 3M | +2.1% | +4.5% | -2.4% | -6.0% |
| 6M | +153.8% | +22.1% | +131.7% | +91.0% |
| YTD | +256.4% | -1.0% | +257.4% | +231.0% |
| 1Y | +719.8% | -2.1% | +721.9% | +679.1% |
| 3Y | +1,360.4% | +44.6% | +1,315.8% | +813.6% |
| 5Y | +1,312.4% | +22.2% | +1,290.3% | +924.6% |
| 10Y | +6,142.6% | +364.7% | +5,777.8% | +849.3% |
| All | +2,595.9% | +970.9% | +1,625.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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