+6,169.9%
MU vs MDY
+170.4%
+5,999.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.8% | +4.2% |
| 7D | +7.5% | -0.8% | +8.3% | +8.6% |
| 30D | +19.4% | -3.9% | +23.2% | +26.0% |
| 3M | +9.8% | 0.0% | +9.9% | +11.8% |
| 6M | +164.1% | +8.5% | +155.6% | +144.1% |
| YTD | +260.3% | +13.2% | +247.1% | +216.5% |
| 1Y | +661.2% | +15.0% | +646.2% | +561.0% |
| 3Y | +1,380.8% | +49.6% | +1,331.3% | +862.6% |
| 5Y | +1,346.4% | +46.0% | +1,300.4% | +884.5% |
| 10Y | +6,169.9% | +176.4% | +5,993.6% | +2,131.5% |
| All | +6,169.9% | +170.4% | +5,999.5% | +2,131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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