+3,971.9%
MU vs NOW
+501.5%
+3,470.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | -22.0% | -3.0% | -19.0% | -20.9% |
| 30D | -36.6% | -26.0% | -10.5% | -30.4% |
| 3M | -21.7% | -13.1% | -8.6% | -20.4% |
| 6M | +3.5% | +14.5% | -11.0% | -11.5% |
| YTD | +141.9% | -33.4% | +175.4% | +154.3% |
| 1Y | +189.8% | -40.6% | +230.5% | +221.6% |
| 3Y | +855.4% | -16.3% | +871.7% | +762.1% |
| 5Y | +869.2% | -26.3% | +895.5% | +782.3% |
| All | +3,971.9% | +501.5% | +3,470.5% | +1,028.0% |
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