+9,358.6%
MU vs INDA
+121.6%
+9,237.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.2% | +5.5% |
| 7D | -12.0% | +6.1% | -18.2% | -15.9% |
| 30D | -28.7% | +11.7% | -40.4% | -34.7% |
| 3M | -16.4% | +2.1% | -18.5% | -18.0% |
| 6M | -1.8% | +3.2% | -4.9% | -4.2% |
| YTD | +157.1% | -4.9% | +161.9% | +166.2% |
| 1Y | +208.5% | -4.4% | +212.9% | +218.2% |
| 3Y | +906.2% | +17.6% | +888.6% | +799.6% |
| 5Y | +893.4% | +9.9% | +883.6% | +841.8% |
| 10Y | +4,271.9% | +102.7% | +4,169.2% | +2,654.7% |
| All | +9,358.6% | +121.6% | +9,237.0% | +5,410.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling