+83,407.5%
MU vs NI
+5,686.0%
+77,721.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | +21.6% | +3.1% | +18.6% | +19.9% |
| 30D | -16.2% | +11.2% | -27.4% | -20.6% |
| 3M | -12.4% | +9.8% | -22.2% | -16.6% |
| 6M | +4.2% | -1.6% | +5.8% | +4.2% |
| YTD | +180.0% | +12.6% | +167.3% | +161.2% |
| 1Y | +226.4% | +7.8% | +218.6% | +211.5% |
| 3Y | +969.7% | +100.5% | +869.2% | +638.5% |
| 5Y | +957.9% | +114.4% | +843.5% | +587.4% |
| 10Y | +4,534.6% | +193.9% | +4,340.6% | +2,300.8% |
| All | +83,407.5% | +5,686.0% | +77,721.5% | +10,133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling