+106,206.6%
MU vs NI
+5,092.7%
+101,114.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | +2.0% | +7.0% | +7.9% |
| 30D | +13.8% | -3.5% | +17.4% | +15.8% |
| 3M | +2.1% | -9.1% | +11.2% | +6.6% |
| 6M | +153.8% | -11.8% | +165.6% | +168.2% |
| YTD | +256.4% | +1.1% | +255.3% | +251.7% |
| 1Y | +719.8% | +6.7% | +713.1% | +687.5% |
| 3Y | +1,360.4% | +71.1% | +1,289.3% | +989.3% |
| 5Y | +1,312.4% | +94.3% | +1,218.1% | +863.9% |
| 10Y | +6,142.6% | +135.8% | +6,006.8% | +3,528.6% |
| All | +106,206.6% | +5,092.7% | +101,114.0% | +13,676.4% |
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