+3,489.1%
MU vs MDY
+2,617.6%
+871.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.2% | +3.1% | +1.7% |
| 7D | -12.0% | +0.7% | -12.7% | -12.1% |
| 30D | -28.7% | +1.3% | -30.0% | -29.4% |
| 3M | -16.4% | -4.1% | -12.4% | -10.3% |
| 6M | -1.8% | +1.0% | -2.8% | +0.2% |
| YTD | +157.1% | +13.3% | +143.7% | +124.1% |
| 1Y | +208.5% | +15.7% | +192.8% | +162.3% |
| 3Y | +906.2% | +59.6% | +846.6% | +465.1% |
| 5Y | +893.4% | +36.3% | +857.1% | +599.5% |
| 10Y | +4,271.9% | +173.6% | +4,098.2% | +1,020.0% |
| All | +3,489.1% | +2,617.6% | +871.4% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling