-14.5%
MU vs INIO
-54.0%
+39.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.7% | +2.2% | +6.2% |
| 7D | +2.0% | +2.4% | -0.4% | +1.1% |
| 30D | -18.0% | -18.9% | +0.9% | -9.1% |
| 3M | -6.6% | -45.0% | +38.4% | +34.6% |
| All | -14.5% | -54.0% | +39.5% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling