+84,752.5%
MU vs NI
+5,653.1%
+79,099.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +11.6% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | -18.0% | +11.2% | -29.2% | -22.3% |
| 3M | -6.6% | +9.2% | -15.7% | -10.8% |
| 6M | +2.0% | -1.8% | +3.9% | +2.2% |
| YTD | +184.5% | +12.0% | +172.5% | +166.2% |
| 1Y | +236.9% | +6.4% | +230.4% | +223.5% |
| 3Y | +987.0% | +99.4% | +887.6% | +652.5% |
| 5Y | +1,014.6% | +113.1% | +901.5% | +626.4% |
| 10Y | +4,609.2% | +192.3% | +4,416.9% | +2,346.4% |
| All | +84,752.5% | +5,653.1% | +79,099.3% | +10,327.6% |
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 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