+5,112.5%
MU vs NDAQ
+2,327.9%
+2,784.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.9% |
| 7D | +9.0% | -2.4% | +11.4% | +10.0% |
| 30D | +13.8% | +2.5% | +11.4% | +12.5% |
| 3M | +2.1% | +9.9% | -7.8% | -3.9% |
| 6M | +153.8% | +9.4% | +144.4% | +137.3% |
| YTD | +256.4% | +0.4% | +256.0% | +244.8% |
| 1Y | +719.8% | +4.0% | +715.7% | +677.7% |
| 3Y | +1,360.4% | +94.4% | +1,266.0% | +946.1% |
| 5Y | +1,312.4% | +56.7% | +1,255.7% | +1,003.1% |
| 10Y | +6,142.6% | +375.3% | +5,767.3% | +2,906.3% |
| All | +5,112.5% | +2,327.9% | +2,784.7% | +1,694.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling