+4,277.4%
MU vs INDA
+104.9%
+4,172.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.6% |
| 7D | -15.2% | +6.2% | -21.4% | -19.4% |
| 30D | -29.5% | +12.4% | -41.9% | -36.4% |
| 3M | -15.8% | +3.2% | -18.9% | -18.3% |
| 6M | -2.9% | +3.8% | -6.6% | -6.0% |
| YTD | +154.2% | -4.3% | +158.6% | +162.9% |
| 1Y | +186.6% | -4.5% | +191.1% | +196.8% |
| 3Y | +871.5% | +17.1% | +854.4% | +757.7% |
| 5Y | +911.7% | +11.0% | +900.6% | +839.1% |
| 10Y | +4,277.4% | +107.5% | +4,169.9% | +2,941.3% |
| All | +4,277.4% | +104.9% | +4,172.4% | +2,941.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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