+4,277.4%
MU vs NOW
+480.8%
+3,796.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | 0.0% |
| 7D | -15.2% | -8.7% | -6.5% | -12.0% |
| 30D | -29.5% | -29.3% | -0.2% | -21.4% |
| 3M | -15.8% | -21.8% | +6.1% | -10.8% |
| 6M | -2.9% | +9.2% | -12.1% | -15.1% |
| YTD | +154.2% | -35.0% | +189.2% | +169.6% |
| 1Y | +186.6% | -42.5% | +229.1% | +222.1% |
| 3Y | +871.5% | -21.5% | +893.0% | +802.9% |
| 5Y | +911.7% | -25.8% | +937.4% | +813.1% |
| 10Y | +4,277.4% | +506.3% | +3,771.0% | +1,105.1% |
| All | +4,277.4% | +480.8% | +3,796.6% | +1,105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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