+1,341.2%
MU vs NI
+71.0%
+1,270.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.9% |
| 7D | +7.2% | +2.3% | +4.9% | +6.5% |
| 30D | +14.0% | -1.7% | +15.6% | +14.5% |
| 3M | +5.4% | -8.0% | +13.4% | +7.6% |
| 6M | +170.3% | -8.6% | +178.9% | +175.4% |
| YTD | +250.7% | +2.3% | +248.3% | +244.5% |
| 1Y | +662.1% | +6.9% | +655.2% | +640.0% |
| 3Y | +1,341.2% | +70.6% | +1,270.7% | +1,260.7% |
| All | +1,341.2% | +71.0% | +1,270.2% | +1,260.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling