+4,407.5%
MU vs NOW
+516.8%
+3,890.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -3.1% |
| 7D | +12.8% | +0.3% | +12.5% | +12.8% |
| 30D | -14.9% | -27.0% | +12.1% | -6.1% |
| 3M | -18.0% | -19.6% | +1.6% | -14.0% |
| 6M | -3.1% | +17.5% | -20.6% | -17.7% |
| YTD | +172.9% | -33.3% | +206.2% | +186.8% |
| 1Y | +228.8% | -39.8% | +268.7% | +262.7% |
| 3Y | +950.8% | -19.9% | +970.8% | +871.1% |
| 5Y | +931.3% | -26.1% | +957.3% | +838.0% |
| All | +4,407.5% | +516.8% | +3,890.7% | +1,143.0% |
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