+5,778.3%
MU vs NDAQ
+372.3%
+5,406.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.6% |
| 7D | +7.2% | -2.6% | +9.7% | +8.5% |
| 30D | +14.0% | +0.5% | +13.5% | +13.5% |
| 3M | +5.4% | +9.9% | -4.5% | -2.5% |
| 6M | +170.3% | +8.2% | +162.1% | +149.3% |
| YTD | +250.7% | -1.5% | +252.2% | +241.3% |
| 1Y | +662.1% | +1.3% | +660.8% | +624.5% |
| 3Y | +1,341.2% | +92.6% | +1,248.6% | +795.9% |
| 5Y | +1,319.3% | +53.8% | +1,265.5% | +897.3% |
| 10Y | +5,778.3% | +376.0% | +5,402.3% | +1,938.5% |
| All | +5,778.3% | +372.3% | +5,406.0% | +1,938.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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