+1,804.5%
MU vs JAAA
+29.3%
+1,775.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.8% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | +12.5% | +0.4% | +12.1% | +11.2% |
| 3M | +9.6% | +1.2% | +8.4% | +5.9% |
| 6M | +142.6% | +2.7% | +139.9% | +125.3% |
| YTD | +242.7% | +3.2% | +239.5% | +214.5% |
| 1Y | +599.3% | +4.8% | +594.4% | +517.6% |
| 3Y | +1,308.3% | +19.0% | +1,289.3% | +1,025.3% |
| 5Y | +1,263.7% | +26.8% | +1,236.9% | +965.3% |
| All | +1,804.5% | +29.3% | +1,775.2% | +1,249.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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 · 6 months rolling