+1,346.4%
MU vs MKTX
-61.3%
+1,407.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +7.5% | +0.3% | +7.2% | +7.5% |
| 30D | +19.4% | +1.0% | +18.4% | +19.2% |
| 3M | +9.8% | +40.8% | -31.0% | +6.2% |
| 6M | +164.1% | -10.9% | +175.0% | +167.2% |
| YTD | +260.3% | -8.6% | +268.9% | +262.7% |
| 1Y | +661.2% | -11.6% | +672.7% | +669.3% |
| 3Y | +1,380.8% | -24.5% | +1,405.4% | +1,378.0% |
| 5Y | +1,346.4% | -60.7% | +1,407.1% | +1,526.5% |
| All | +1,346.4% | -61.3% | +1,407.7% | +1,526.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 5y: compounded portfolio wealth divided by compounded MKTX 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…
5y analysis · Full analysis span regression · 6 months rolling