+4,271.9%
MU vs MSCI
+799.4%
+3,472.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.4% | +5.8% |
| 7D | -12.0% | +1.5% | -13.5% | -12.7% |
| 30D | -28.7% | +14.4% | -43.1% | -33.7% |
| 3M | -16.4% | +15.2% | -31.6% | -22.8% |
| 6M | -1.8% | +11.2% | -13.0% | -10.9% |
| YTD | +157.1% | +13.9% | +143.1% | +128.3% |
| 1Y | +208.5% | +12.5% | +196.0% | +175.5% |
| 3Y | +906.2% | +32.3% | +873.9% | +680.9% |
| 5Y | +893.4% | +4.9% | +888.5% | +758.7% |
| 10Y | +4,271.9% | +779.7% | +3,492.2% | +1,003.2% |
| All | +4,271.9% | +799.4% | +3,472.5% | +1,003.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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