+5,744.5%
MU vs NI
+143.3%
+5,601.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.7% |
| 7D | +2.0% | -0.6% | +2.6% | +2.2% |
| 30D | +12.5% | -1.4% | +13.9% | +13.1% |
| 3M | +9.6% | -10.6% | +20.2% | +14.1% |
| 6M | +142.6% | -9.9% | +152.5% | +150.7% |
| YTD | +242.7% | +1.2% | +241.5% | +238.9% |
| 1Y | +599.3% | +4.4% | +594.9% | +583.4% |
| 3Y | +1,308.3% | +68.6% | +1,239.7% | +1,044.8% |
| 5Y | +1,263.7% | +98.0% | +1,165.7% | +920.9% |
| All | +5,744.5% | +143.3% | +5,601.2% | +4,135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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