+4,609.2%
MU vs MDY
+173.8%
+4,435.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +10.8% |
| 7D | +2.0% | +0.2% | +1.8% | +2.8% |
| 30D | -18.0% | +2.1% | -20.1% | -19.4% |
| 3M | -6.6% | -3.6% | -2.9% | -0.7% |
| 6M | +2.0% | +1.7% | +0.4% | +3.2% |
| YTD | +184.5% | +13.8% | +170.6% | +150.6% |
| 1Y | +236.9% | +15.5% | +221.3% | +192.4% |
| 3Y | +987.0% | +58.3% | +928.6% | +567.4% |
| 5Y | +1,014.6% | +37.4% | +977.2% | +724.5% |
| 10Y | +4,609.2% | +171.0% | +4,438.2% | +1,463.9% |
| All | +4,609.2% | +173.8% | +4,435.4% | +1,463.9% |
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