+4,407.5%
MU vs NDAQ
+471.8%
+3,935.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.4% |
| 7D | +12.8% | +1.3% | +11.5% | +12.0% |
| 30D | -14.9% | +18.0% | -32.8% | -22.5% |
| 3M | -18.0% | +11.5% | -29.6% | -23.3% |
| 6M | -3.1% | +21.1% | -24.2% | -15.5% |
| YTD | +172.9% | +12.8% | +160.1% | +145.6% |
| 1Y | +228.8% | +25.7% | +203.1% | +175.2% |
| 3Y | +950.8% | +116.8% | +834.0% | +512.7% |
| 5Y | +931.3% | +67.3% | +864.0% | +596.4% |
| All | +4,407.5% | +471.8% | +3,935.7% | +1,206.8% |
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