+1,384.0%
MU vs ITOT
+75.4%
+1,308.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +4.0% |
| 7D | +7.5% | -0.4% | +7.9% | +8.3% |
| 30D | +19.4% | -1.6% | +20.9% | +23.8% |
| 3M | +9.8% | +3.5% | +6.3% | +3.3% |
| 6M | +164.1% | +13.1% | +151.0% | +109.4% |
| YTD | +260.3% | +12.7% | +247.6% | +189.9% |
| 1Y | +661.2% | +18.3% | +642.9% | +463.8% |
| All | +1,384.0% | +75.4% | +1,308.6% | +509.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling