+13,013.3%
MU vs INDA
+115.1%
+12,898.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | +0.7% | +8.3% | +8.4% |
| 30D | +13.8% | -0.8% | +14.6% | +14.5% |
| 3M | +2.1% | +3.9% | -1.9% | -0.3% |
| 6M | +153.8% | -0.7% | +154.5% | +156.0% |
| YTD | +256.4% | -7.7% | +264.0% | +279.0% |
| 1Y | +719.8% | -5.1% | +724.9% | +754.2% |
| 3Y | +1,360.4% | +13.6% | +1,346.7% | +1,245.4% |
| 5Y | +1,312.4% | +7.8% | +1,304.6% | +1,264.6% |
| 10Y | +6,142.6% | +84.6% | +6,057.9% | +4,091.3% |
| All | +13,013.3% | +115.1% | +12,898.2% | +7,744.1% |
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