+1,319.3%
MU vs INDA
+7.2%
+1,312.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | +0.3% |
| 7D | +7.2% | -1.0% | +8.1% | +8.4% |
| 30D | +14.0% | -2.5% | +16.5% | +17.5% |
| 3M | +5.4% | +4.0% | +1.4% | +1.5% |
| 6M | +170.3% | -1.8% | +172.1% | +176.4% |
| YTD | +250.7% | -9.2% | +259.8% | +291.4% |
| 1Y | +662.1% | -7.2% | +669.3% | +728.3% |
| 3Y | +1,341.2% | +9.8% | +1,331.4% | +1,170.7% |
| 5Y | +1,319.3% | +7.5% | +1,311.8% | +1,156.0% |
| All | +1,319.3% | +7.2% | +1,312.2% | +1,156.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling